Help centre
General
Keeping client information secure is one of the Bank’s priorities. To secure the connection between the Bank and you, download the Salesforce AuthenticatorTM app. Salesforce Authenticator will then show you a unique two-word phrase to connect.
Click on the profile tab at the top right of the screen and select the My Settings option.
Refer a client on the Digital hub
To give advisors real-time reference status tracking.
Check the REFERRALS and HOME sections to see the progress of your referral. In addition, each product offered to the client will be identified as an opportunity. The status of each product will be indicated.
The clients need to provide a cell phone number because they will receive a text message to validate the digital signature.
The client has 7 days (D+6) to digitally sign the referral form.
After 7 days, the referral is automatically deleted. You will have to submit again the referral form to create a new document.
The client has 3 days to download a copy of their referral form. After 3 days, the client will have to call the Bank to obtain a copy.
Undertaking process for your clients' banking product overview
It is the Insurance Business (Banks and Bank Holding Companies) Regulations or (IBR) that outlines the relationship a bank can maintain with an insurance company as well as its agents and insurance brokers.
To guarantee a proper usage of the information provided, you must agree to do not use the information provided to offer insurance products or promote them and take all reasonable measures to ensure the information will not be used by a third party for the promotion of a policy or an insurance service in Canada.
All advisors who have at least one of the following licences investment or mutual fund, portfolio management or registered investment management and who have accepted to sign the undertaking agreement.
As per the Insurance Business (Banks and Bank Holding Companies) Regulations or (IBR), the Bank is not authorized to share an overview of clients’ banking holdings with advisors holding solely an insurance licence.
Click on the profile tab located at the top right of the screen and select My profile and click on the Sign undertaking button.
Clients’ banking products overview
For all products held prior the launch of the Digital Hub, they can phone in to provide their consent. For all subsequent referrals made through the Digital Hub, they will be invited to give their consent by signing electronically.