How do I access the tool My Investment Dashboard?

You first need to create a single sign-on user ID.

For more information or to learn how, visit our page Greater security with single sign-on user ID. If you’re not able to create a single sign-on with user ID online, write to us through the secure Message Centre, we can help.

To access the tool:

• Sign in to your online brokerage platform and click the M.I.D. icon at the top right of the screen
   

Consult the pricing guide to learn about the different levels offered. To subscribe:

• Sign in to your online brokerage platform
• Go to the My profile section by clicking on your name at the top right of the screen
• Select the Subscriptions tab to manage your access level
• To learn more about the tool, visit our page My Investment Dashboard

 

Good to know 

• The tool is not available on the NBC Wealth mobile app
• After 6 consecutive months of non-use, National Bank Direct Brokerage reserves the right to withdraw your free access to the tool. If this situation applies to you, you can always resubscribe to the free version by following the steps above