Banking FAQ

Getting started

Does B2B Bank pay commissions on its banking products?

Yes, a 25 bps annualized trailer is paid on daily closing balances.

How often are commissions paid?

Commissions are paid to dealers monthly by cheque

What are the documents needed by my dealership in order to sell B2B Bank banking products?

A B2B Bank distribution agreement between your dealership and B2B Bank must be signed. Please contact your local Business Development Representative for more information on this process.

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Account access

As an advisor, do I also have online access to view my clients' accounts?

Only your clients have online access to their High Interest Savings Account, Business High Interest Savings Account or Line of Credit. You however, have access to their High Interest Investment Account.

Can my client transfer funds between their B2B Bank Business HISA and their B2B Bank HISA?

Yes, certainly. We simply require a completed and signed letter of direction requesting the transaction. The document may be faxed to B2B Bank Client Services at 1‑866‑569‑5942.

How can my clients access their accounts?

Clients can access their accounts in a couple of ways: online through the B2B Bank website (b2bbank.com/onlinebanking), or by calling the B2B Bank Telebanking Centre at 1‑866‑334‑4434. In both cases, however, they will need to contact the Telebanking Centre to obtain an access code and temporary password which are required for the initial registration.

Can my clients transfer money between their B2B Bank account and an account at other financial institution?

Absolutely. Your clients can easily access their funds through our Inter-Institution Funds Transfer (IIFT) capability. To register, all they need to do is complete and sign an IIFT form and forward it to our office with a personal cheque (payable to themselves) from the financial institution in which they wish to transfer funds. For Business HISA clients, a business cheque, payable to the business is required.

How can my clients withdraw funds from their B2B Bank accounts?

There are a few ways your clients can withdraw funds:

  • By writing a cheque on their B2B Bank Line of Credit.
  • By taking advantage of our IIFT capability either online or by calling the B2B Bank Telebanking Centre at 1‑866‑334‑4434 – available for savings accounts and lines of credit.
  • By using their B2B Bank debit card at any ABM (access fees will apply) or at point-of-sale terminals (Interac®) – available for lines of credit only.
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For more information

What are your hours of operation?

B2B Bank Client Services is open from Monday to Friday, 8:00 a.m. to 8:00 p.m. ET. Please call 1‑800‑263‑8349.

If my clients have specific questions about their accounts and I am unable to assist them, who should they contact?

Please refer your clients to the B2B Bank Telebanking centre at 1‑866‑334‑4434, Our Client Services Representatives are available to assist with enquiries Monday to Friday, from 8:00 a.m. to 8:00 p.m. ET and  Saturday & Sunday, from 9:00 a.m. to 5:00 p.m. ET.

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