Home | Advisor banking services National Bank Advisor Banking Services Search Contact us Fr Digital Hub Use your username and password to sign in Access your platform Don't have a username? Enter your information to request an access. National Bank Advisor Banking Services Home Refer a client Home Refer a client OUR SIMPLE PROCESS Refer a client Advantages Home Advantages OUR ADDED VALUE Why choose us Our Digital hub Banking products Home Banking products OUR MORTGAGE SOLUTIONS Mortgage loans All-in-One Home equity line of credit OUR FINANCING SOLUTIONS Lines of credit Loans OUR BANKING SOLUTIONS Bank accounts Credit cards About us Home About us ADVISOR BANKING SERVICES Our mission Our team Help centre Home Help centre FAQ General How to refer a client Engagement process Clients' banking overview Use your username and password to sign in Access your platform Don't have a username? Enter your information to request an access. Français CLOSE Exclusive offers for advisors Learn more about our exclusive offers for advisors and discover our benefits on many National Bank products Discover our products Our Digital Hub will be available this fall! Notify me when available Why choose us? Your business partner We partner with you to facilitate your role as an investment and insurance advisor and to enrich your client relationships. Our team is dedicated to providing your clients all across Canada with targeted and relevant banking product recommendations. All your tools in the same place Thanks to our new Digital Hub, you’ll get optimised customer insights: target their needs and refer them to us through a simple and frictionless digital process, keep track of their progress and detect new opportunities. Are you ready to refer a client? Yes, I'm enrolled Use your access code for your first sign in to our Digital Hub to refer a client.  Refer a client Yes, but I don't have an access code To get an access code, you need to make your request online. If you wish to refer a client in the meantime, you can do so by filling out the form and faxing it to us. Request an access I want to enroll If you belong to one of our partner firms but are not yet enrolled, you can submit an enrollment request by filling out the form. Submit a request Our banking solutions Mortgage products National Bank mortgage solutions offer preferential rates and many benefits for clients looking to invest in a property or renew their mortgage. Lines of credit A line of credit gives access to a pre-approved source of financing at a more advantageous interest rate than a credit card. It's intended for occasional use and allows you to make payments when you encounter emergencies or deplete your funds. Personal loans Suggest a financing solution that will help your clients carry out their projects and enjoy flexible repayment terms. Bank accounts For clients who want to manage their finances online, National Bank offers a variety of bank accounts and packages that can meet their daily needs. Credit cards Give your clients access to the benefits of a credit card based on their needs: travel insurance, generous rewards, reassuring protections and more. Discover our products You’ve established your clients' needs? Refer them to us and we’ll pick up where you left off. Refer a client online Fill out the form Email us 1-800-901-0172 Monday to Friday, 8 a.m. to 8 p.m. ET USEFUL LINKS Contact us Regulatory information ABOUT US Our organization National Bank of Canada National Bank subsidiaries NBI Investment products Price and performance Terms of use | Privacy policy | Digital data policy | ABCs of security Accessibility plan | Accessibility Progress Report | Accessibility feedback process © NATIONAL BANK OF CANADA. All rights reserved 2026. Useful links Contact us Regulatory information About us Our organization National Bank of Canada National Bank subsidiaries NBI Investment products Price and performance Terms of use | Privacy policy | Digital data policy | ABC of security Accessibility plan | Accessibility Progress Report | Accessibility feedback process © NATIONAL BANK OF CANADA. All rights reserved 2026.