Can I change my personal information sharing preferences?

In accordance with regulatory requirements in Canada, we are updating our clients’ information. FINTRAC (Financial Transactions and Reports Analysis Centre of Canada) requires us to regularly keep certain data up to date for all our clients, including income, employment or industry sector, as well as contact details.

 

Which information needs to be updated?

Please review all sections of your profile that need updating: 

• Personal Information
• Finances
• Occupations
• Regulatory 
   

How to update my profile information?

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. Scroll down in the profile section to the “My Information” section. 
6. Click “Update My Profile.” 
7. Click on the pencil icon to edit the information in the “Personal Information” tab. 
8.  Once the changes are complete, click the “Continue” button at the bottom left of the screen. 
9. Repeat steps 7 and 8 for the “Finance,” “Occupations,” and “Regulation” tabs. 
10.  At the bottom left of the screen, at the end of the “Regulation” section, click the “Update My Profile” button. 
11. A green banner will appear at the top of your screen indicating that your profile has been updated.
     

For the time being, it is not possible to make these preference changes on the NBC Wealth app. You'll need to do this on your web browser.
 

How often do I need to update them? 
The update must be done at least every seven years. However, you are responsible for modifying your information as soon as a change occurs.
 

I have completed the update, but it shows as in progress and not processed. What should I do?

If a yellow banner appears indicating that the update is being processed on our side, no further action is required from you. We will contact you only if additional information is needed.