Will I need to take any action regarding my systematic investments after the migration to National Bank?


Your systematic investment or withdrawal plans will be maintained at National Bank. Please note that if one of your scheduled investments or withdrawals is set to occur during the migration period, it may be processed a few days later than usual.

 

If you hold a joint investment account linked to a bank account at another financial institution, for example for systematic investment contributions, please note that National Bank Savings and Investments (NBSI) will not be able to maintain that external account link. Any instructions involving that account will be cancelled.

 

We encourage you to contact us as soon as possible after the migration to provide the required banking information.