How can I view, display, or hide an account on the online brokerage platform and NBC Wealth mobile app?

You can view, display or hide your accounts from the online brokerage platform or the NBC Wealth mobile app.

 

To view, display, or hide an account on the NBC Wealth mobile app:

1. Sign in to the NBC Wealth app.
2. Choose National Bank Direct Brokerage from among the Wealth Management divisions listed in the dropdown menu (your preferences will be saved the next time you sign in)
   • Make sure you already migrated to single sign-on user ID
3. Click the Profile icon (in the shape of a silhouette) at the top right of your screen
4. Under Manage my accounts, click Investment accounts to view all your accounts
5. Click the filter button at the top right of your screen
6. To display an account, select it by clicking on the button, which will become green. To hide an account, click again to deselect the button, which will turn grey

 

To view, display, or hide an account from the online brokerage platform:

1. Sign in to the online brokerage platform
2. Click on your name in the top right corner to open the My profile page
3. Select the Preferences tab, then expand the section Manage my personal view
4. Check the boxes next to the accounts you want to display and uncheck the boxes for the accounts you want to hide
5. Once you’re finished, click Save

 

If one of your accounts does not appear, write to us via the secure Message Centre to submit your request, or call us at 1-800-363-3511.

 

Good to know

You can access all your brokerage accounts (joint, business, trust accounts) with the same user ID.