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Online Services

Online Services. Presented by François Bourgeois – (514) 879-3134 or 1-800-361-8838 (3134). 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

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Online Services

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  1. Online Services Presented by François Bourgeois – (514) 879-3134 or 1-800-361-8838 (3134)

  2. OnlineServicesisa web access forclientsandanypersonthathavelegalright(lawyer,accountant,etc)that enable them to: Consulttheirportfolio in a summaryordetail format Viewtransactionhistory , MarketData and sometothefirmstudy Useatooltoanalyzetheir portfolioor afictitiousone 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 menuoption,you can set Alerts, Virtual portfolios and Watch list. You also have access to a Message center. Introduction

  3. Accessing Online Services Click on Client access Notice To access the NBF Online Services, entre the following address inside your browser WWW.NBF.CA

  4. Accessing Online Services Fill in your credential Click on Access

  5. MY PAGE Menu bar My page Navigating Tabs Message Center Display Options Font size

  6. Navigation If needed, scroll the page down

  7. Navigation Select the Account menu and click on Summary

  8. Accounts / Summary

  9. Accounts / Summary Or click on any of these display options To navigate within the Accounts tab, you can click on the drop down arrow and select your option

  10. Accounts / Asset Details 2 - Click on As of today's 1 - Select the desired account To view the Account in real time with a 20 minutes delayed

  11. Accounts / Asset Details Select the desired account You are able to view Live update of your portfolio position and account balance with a 20 min delay. Notice

  12. Accounts / History 1 - Click on History 3 - Select the desired period 2 - Select the desired account

  13. Accounts / Asset Allocation 1 - Click on Asset Allocation 2 - Select the desired account

  14. Accounts / Registered Accounts 1 - Click on Registered Accounts 2 - Select the desired account

  15. Transactions 1 - Select Transactions Click on Fund Transfers 3 - Select the desired account To view pending or expired order's and pending instruction's 2 - Click on Current Orders and Instructions

  16. Transactions / Monetary Transfers 1 - Click on Monetary Transfers To view pending or expired order's and pending instruction's 2 - Click on Make a single deposit

  17. Transactions / Single deposit 3 - To transmit a single deposit, fill in the boxes and click on Continue

  18. Transactions / Recurring funds transfer To transmit a recurring funds transfer, fill in the boxes and click on Continue

  19. Quotes & Markets 1 - Select Quotes & Markets 2 - Click on Markets Scroll down

  20. Quotes & Markets Scroll down

  21. Quotes & Markets

  22. Quotes & Markets Click on Major Indices

  23. Quotes & Markets Click on Market Scanner

  24. Quotes & Markets Click on News

  25. Quotes & Markets / Stocks Enter a symbol here Click on Stocks Click on Get Quote

  26. Quotes & Markets / Stocks Scroll down

  27. Quotes & Markets / Stocks Click on Options Center

  28. Quotes & Markets / Options Center Enter a symbol here Click on Get Quote

  29. Quotes & Markets / Options Center Click on Mutual Funds

  30. Quotes & Markets / Mutual Funds Enter a symbol here Click on Get Quote

  31. Quotes & Markets / Mutual Funds Scroll down

  32. Quotes & Markets / Mutual Funds Click on Fixed Income

  33. Quotes & Markets / Fixed Income

  34. Tools / Virtual Portfolio 1 - Select Tools 2 - Click on Virtual Portfolio 3 - Click on View Detail

  35. Tools / Virtual Portfolio Click on Portfolio Detail

  36. Tools / Alerts Click on Alerts

  37. Tools/ Watchlist Click on Watchlist

  38. Tools / RRSP Calculator Click on RRSP Calculator

  39. Tools / RRSP Calculator Click on Results

  40. Analysis / Canadian Stocks 1 - Select Analysis 2 - Click on Canadian Stocks

  41. Analysis / Canadian Stocks Select a company

  42. Analysis / Economics & Strategy 1 - Click on Economics & Strategy 2 - Click on a link to view the info

  43. Analysis / Economics & Strategy

  44. Message Center Click on Message 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.

  45. Contacts Click on Contacts

  46. Exit Click on Sign Out

  47. Thanks for your participation Questions or Comments Presented by François Bourgeois – (514) 879-3134 or 1-800-361-8838 (3134)

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