Help centre

How can I subscribe and access to the Wealthscope tool?

To subscribe to the tool, follow these steps:

  1. Sign in to your online brokerage platform https://nbdb.ca/.
  2. Click on Sign in at the top right of your screen. 
  3. Click on Trade online on the platform. 
  4. Click your name in top right corner of your screen to access your Profile. 
  5. Select Subscriptions tab. 
  6. Click on Wealthscope. 
  7. In the section Details of the subscription, click on Start free trial. 
  8. Review the package details, then click Continue. 
  9. Review the summary, then click Confirm. 
  10. A confirmation screen will appear. 
  11. Click Close. 

You can benefit from a 7-day free trial for your first use of the Wealthscope tool.

How can I access the Wealthscope tool?

WealthScope is accessible from the dropdown list under the Market tab in the transactional platform.

How does billing work for the Wealthscope tool?

The free period ends at 11:59pm on the day before the renewal date. If the client cancels after midnight the day of the renewal date, their subscription cycle will be extended by one year and they will be billed. The annual fee will be debited from your brokerage account on the date indicated at the time of subscription. If you cancel your subscription before this date, no fees will be charged. For more information, consult Wealthscope: an investment analysis tool | NBDB

How can I unsubscribe from Wealthscope?

  1. Cancel the Wealthscope subscription

After canceling your subscription, you will continue to have access to your current plan until the expiration date displayed on the Wealthscope page under the Subscriptions tab in your profile.