Help Centre

How to activate a systematic savings plan?

Here’s how to activate a systematic savings plan for your National Bank Investments mutual funds from your web browser:

  1. Sign in to your online bank.
  2. Click Overview in the left menu.
  3. Under My investments, select your investment under National Bank Investments (NBI).
  4. Click on the Periodic purchase tab, then select Add a periodic purchase.
  5. Follow the instructions.


Do you have an investment account with our enhanced experience?

  1. Once you sign in to, select your investment account.
  2. Click on the Transfers tab and select Contribute.
  3. Under Contribution type, select Add a systematic savings plan.
  4. Follow the instructions.


To change an existing systematic savings plan in your enhanced investing experience:

  1. Cancel your current plan from the Transfers tab.
  2. Create a new plan.


Have any questions about our enhanced investing experience? Call us at 1-877-866-0408.

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