Our B2B Bank® Dealer Services¹ online banking platform provides advanced trading functionality and reporting for investors, advisors, and group plans.
Investor Access
Individual investors have online access to holdings and transaction reporting on all of their registered and non-registered accounts at B2B Bank Dealer Services. By selecting eDelivery of statements, confirmations and tax receipts investors will save time and have access to their important documents for up to seven years.
Advisor Access
In addition to online reporting, advisors can initiate purchases, redemptions, switches, and conversions through the Advisor Access trading platform, and improve service with real-time reporting to check the status of trades.
Group Access
Group Plan sponsors also have online access with individual user access rights and privileges, to manage member accounts and create and edit regular and one-time remittances.