In addition to providing the investment accounts, B2B Bank® Dealer Services¹ delivers the services today’s financial advisors and investors demand.
- 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
Our nominee account platform enables:
- Account Transfer Services
- Fee for Service options
- Group Plan Sponsor services
- ICPM services²
- Direct Trading²
- Self-Directed Mortgages
Options today’s advisors and investors demand:
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. ²ICPM services and Direct Trading are only offered through B2B Bank Securities Services Inc.