As a leading service provider of registered and non-registered investment accounts, B2B Bank® Dealer Services1 offers a full suite of accounts and plans that enable individuals to consolidate their investments into one single account.
B2B Bank® Dealer Services provides the investment products and services today's financial advisors and investors demand.
- Wide variety of investment options: mutual funds, mortgages, GICs and more
- Consolidated statement and tax reporting
- Online access for investors, advisors and group plan administrators
- Competitive fee schedule
- Excellent service through a dedicated team of client service representatives
B2B Bank® Dealer Services is comprised of three firms delivering a wide range of investment products and services, to investors, through our association with independent advisors and their dealers, from coast-to-coast.
B2B Bank® Financial Services Inc., an MFDA member
B2B Bank® Securities Services Inc., an IIROC member, Member – Canadian Investor Protection Fund
B2B Bank® Intermediary Services Inc., an AMF-regulated dealer operating in Quebec
B2B Bank® Dealer Services offers a full suite of registered and non-registered accounts that enable individual investors and group plan members to build and manage their wealth.
- Group Accounts RRSP
- Non Registered TFSA
- In Trust For
In addition to providing the investment accounts, B2B Bank® Dealer Services delivers the services today's financial advisors and investors demand.
Our nominee account platform enables:
- Consolidation of accounts by type
- Full range of investment options
- Detailed statements and reporting
- Convenient deposits, and withdrawals
- Individual contribution and tax receipts
- Fast transfers between fund companies
We provide options that meet the demands of today's advisors and investors:
- Account transfer services
- Fee for service options
- Group plan sponsor services
- ICPM services
- Direct trading
- Self-directed mortgages
Our B2B Bank® Dealer Services online banking platform provides advanced trading functionality and reporting for investors, advisors, and group plans.
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.
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 ten years.
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.
1B2B Bank® Dealer Services includes B2B Bank® Financial Services Inc. (an MFDA member), B2B Bank® Securities Services Inc. (an IIROC member, Member - Canadian Investor Protection Fund) and B2B Bank® Intermediary Services Inc. (an AMF-regulated dealer operating in Quebec). B2B Bank is a trade-mark used under license.