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©2011 NBFG\ Retail Branches Applications Support
Online ServicesOnline Services
Presented by François Bourgeois – (514) 879-3134 or 1-800-361-8838 (3134)
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©2011 NBFG\ Retail Branches Applications Support
Online Services is a web access for clients and any person that have legal right (lawyer, accountant, etc) that enable them to:
• Consult their portfolio in a summary or detail format• View transaction history , Market Data and some to the firm study• Use a tool to analyze their portfolio or a fictitious one
From the Accounts tab, you can view your Portfolio Assets Details in Real time (delayed 20 min.)
From the Transactions tab, you can view Current Orders and Instructions and Transfers Funds.
From the Analysis menu option, you can set Alerts, Virtual portfolios and Watch list.
You also have access to a Message center.
IntroductionIntroduction
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©2011 NBFG\ Retail Branches Applications Support
Click on Client access
Accessing Online ServicesAccessing Online Services
Notice
To access the NBF Online Services, entre the following address inside your browser
WWW.NBF.CA
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©2011 NBFG\ Retail Branches Applications Support
Click on Access
Fill in your credential
Accessing Online ServicesAccessing Online Services
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©2011 NBFG\ Retail Branches Applications Support
MY PAGEMY PAGE
Display Options
Navigating Tabs
Menu barMy page
Font size
Message Center
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©2011 NBFG\ Retail Branches Applications Support
NavigationNavigation
If needed, scroll the page down
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©2011 NBFG\ Retail Branches Applications Support
NavigationNavigation
Select the Account menu and click on Summary
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To navigate within the Accounts tab, you can click on the drop down arrow and select your option
Or click on any of these display options
Accounts / SummaryAccounts / Summary
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2 - Click on As of today's
Accounts / Asset DetailsAccounts / Asset Details
To view the Account in real time with a
20 minutes delayed
To view the Account in real time with a
20 minutes delayed
1 - Select the desired account
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Accounts / Asset DetailsAccounts / Asset Details
Notice
Select the desired account
You are able to view Live update of your portfolio position and account
balance with a 20 min delay.
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Accounts / HistoryAccounts / History
1 - Click on History
2 - Select the desired account
3 - Select the desired period
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Accounts / Asset AllocationAccounts / Asset Allocation
1 - Click on Asset Allocation
2 - Select the desired account
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Accounts / Registered AccountsAccounts / Registered Accounts
1 - Click on Registered Accounts
2 - Select the desired account
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Click on Fund Transfers
TransactionsTransactions
2 - Click on Current Orders and Instructions
1 - Select Transactions
To view pending or expired order's and
pending instruction's
To view pending or expired order's and
pending instruction's
3 - Select the desired account
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©2011 NBFG\ Retail Branches Applications Support
1 - Click on Monetary Transfers
Transactions / Monetary TransfersTransactions / Monetary Transfers
2 - Click on Make a single deposit
To view pending or expired order's and
pending instruction's
To view pending or expired order's and
pending instruction's
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Transactions / Single depositTransactions / Single deposit
3 - To transmit a single deposit, fill in the boxes and click on Continue
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Transactions / Recurring funds transferTransactions / Recurring funds transfer
To transmit a recurring funds transfer, fill in the boxes and click on Continue
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Quotes & MarketsQuotes & Markets
2 - Click on Markets
1 - Select Quotes & Markets
Scroll down
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Quotes & MarketsQuotes & Markets
Scroll down
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Quotes & MarketsQuotes & Markets
Click on Major Indices
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Quotes & MarketsQuotes & Markets
Click on Market Scanner
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Quotes & MarketsQuotes & Markets
Click on News
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Quotes & Markets / StocksQuotes & Markets / Stocks
Click on Stocks
Enter a symbol here
Click on Get Quote
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Quotes & Markets / StocksQuotes & Markets / Stocks
Scroll down
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Quotes & Markets / StocksQuotes & Markets / Stocks
Click on Options Center
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Enter a symbol here
Click on Get Quote
Quotes & Markets / Options CenterQuotes & Markets / Options Center
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Click on Mutual Funds
Quotes & Markets / Options CenterQuotes & Markets / Options Center
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Enter a symbol here
Click on Get Quote
Quotes & Markets / Mutual FundsQuotes & Markets / Mutual Funds
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Scroll down
Quotes & Markets / Mutual FundsQuotes & Markets / Mutual Funds
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Click on Fixed Income
Quotes & Markets / Mutual FundsQuotes & Markets / Mutual Funds
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Quotes & Markets / Fixed IncomeQuotes & Markets / Fixed Income
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Tools / Virtual PortfolioTools / Virtual Portfolio
2 - Click on Virtual Portfolio
1 - Select Tools
3 - Click on View Detail
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Click on Portfolio Detail
Tools / Virtual PortfolioTools / Virtual Portfolio
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Tools / AlertsTools / Alerts
Click on Alerts
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Tools/ WatchlistTools/ Watchlist
Click on Watchlist
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Tools / RRSP CalculatorTools / RRSP Calculator
Click on RRSP Calculator
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Click on Results
Tools / RRSP CalculatorTools / RRSP Calculator
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Analysis / Canadian StocksAnalysis / Canadian Stocks
2 - Click on Canadian Stocks
1 - Select Analysis
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Analysis / Canadian StocksAnalysis / Canadian Stocks
Select a company
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Analysis / Economics & StrategyAnalysis / Economics & Strategy
1 - Click on Economics & Strategy
2 - Click on a link to view the info
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Analysis / Economics & StrategyAnalysis / Economics & Strategy
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Message CenterMessage Center
In this section, the client will be receiving messages from National Bank Financial advising them of new promotions, products, services, additions to the Web site or changes to their account.
The Message Centre displays instantly the number of messages, as well as the subject of the message, the name of the sender, and the date it was received.
Click on Subject to display the full text of the message. To return to the home page, click on the Back link at the bottom of the page.
Click on Message Center
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