Go to main content
Main navigation
I am
:
Advisor
Mortgage Broker
Client
Dealer Services
I need
:
Rates
Rates
Forms
Forms
Support
Marketing Materials
Communications Centre
Contact us
Contact Us
Find a Business Development Manager
Inside Sales
Distribution Alliance and Channel Support
SIGN IN
Advisor Access
Group Access
Investor Access
Search
Navigation
HOME
Français
B2B BANK
Search
Sign in
Online loans - EASE
Advisor Access
Group Access
Online banking
Investor Access
I need
Rates
Rates
Forms
Forms
Support
Marketing Materials
Communications Centre
Contact us
Contact Us
Find a Business Development Manager
Inside Sales
Distribution Alliance and Channel Support
About us
B2B Bank Dealer Services
Overview
B2B Bank Financial Services Inc.
B2B Bank Securities Services Inc.
B2B Bank Intermediary Services Inc.
Tools and Support
Communications
Get Started
Contact Us
Find a Business Development Manager
Inside Sales
Distribution Alliance and Channel Support
Platform
Our Platforms
Investor Access
Advisor Access
Group Access
Pre-Authorized Debits
Systematic Withdrawal Plans
Re-investment of Dividends and Distributions
Tools and Support
Forms
Calculators
Services
Our Services
Overview
Value-Added Account Services
Account Transfer Assistance and Services
Fee for Service
Group Plan Sponsor
Investment Counsellors and Portfolio Managers
Self-Directed Mortgages
E-Trading
ETF Trading
Tools and Support
Doing Business With Us
Grow Your Business with B2B Bank Dealer Services
Get Started
Find a Business Development Manager
Accounts
Our Accounts
Overview
Non-Registered Investment and Savings Plans
Tax Free Savings Accounts
Retirement Savings Plans
Deferred Profit Sharing Plans
Registered Retirement Income Options
Group Plans
Tools and Support
Marketing Materials
Forms
Rates
Calculators
CRM2
Fund List
Get Started
Find a Business Development Manager
Applications
Discount Brokerage
Discount Brokerage
Discount Brokerage
Services for existing accounts
Tools and Support
Discount Brokerage Forms
Discount Brokerage Applications
Discount Brokerage Fees
Get Started
Open an Account
Find a Business Development Manager
About B2B Bank
Français
Best Practices in Managing Your Book
Selecting a Dealer
Managing your costs
Prospecting for New Clients
Prospecting for Group Plans
Considering an IIROC Registration
Operating a Dealership
Grow Your Business with B2B Bank Dealer Services
Building a successful practice
Our objective in this section is to offer the users of our services information and access to:
Best practices in the use of our platform and nominee accounts
Suggestions on how to make the most of the services we offer to get new business
Opportunities for you to become more efficient and save money
Case studies of advisors and dealers that have been successful in adopting best practices
A suite of related resources and materials to help promote your business and services:
Best practices for managing your book
Selecting a dealer
Managing your costs
Prospecting new clients
Prospecting Groups and IPPs
Buying or selling a book
Considering IIROC
Starting a dealer