New user guide

• Sign in for the first time with your user ID and the temporary password you received by email when you joined. If you're having trouble receiving the verification code when you sign in, please visit our What to do if I don't receive a verification code page.

• Take a moment to update or review your profile and communication preferences so that you can receive notifications through your preferred means of communication.

• Access our optimized account summary when you sign in, and explore the left menu, from which you can access all the features linked to your account. Visit our guide to the online banking for business homepage to learn more about our features. 

• Download the National Bank app for easy mobile access to online banking. 

Online transactions are now easier than ever. Visit the Accounts and transactions section of our Business Help centre or watch our demos on managing payees, making payments, sending and receiving money by Interac e-Transfer® (including with Autodeposit), approving transactions, and activating notifications. 

• As a user, your rights and permissions in online banking are managed by an administrator in your business. An administrator needs to give you one or more job roles with permissions that allow you to use the features you need.

• If your business requires you to make online transactions, the administrator will need to give you a job role with the appropriate permissions.

• Your administrator can watch our video or consult our First steps for giving access to a new user guide for more information about job roles and permissions.

If you run into a technical problem in online banking, you can often solve it by visiting our Troubleshooting section. You'll find instructions for clearing your cache, deleting cookies and history, or fixing other frequent issues. If your situation persists, don't hesitate to contact us.

In addition to our online solutions, we offer banking services tailored to your business needs. Whether you need banking packages, cash flow management, advice and tools, partner offers, or something else, our aim is to support you in the success of your business.