Help centre

How do I manage my investment account online?

Here’s how to access your investment account online, view your balance and make transactions:


From your web browser:

  1. Sign in to your online bank.
  2. Click Overview in the left menu.
  3. Select your investment account.


From your investment account, you can:

  • View your balance and account details.
  • Make deposits, withdrawals and manage your savings, depending on the type of investments you have.
  • Download your statements.


From the National Bank app:

  1. Sign in to the National Bank app.
  2. Select your investment account.


You can’t make transactions from the National Bank app, but you can:

  • View your balance and account details.
  • Download your statements.


Need advice, or want to make a transaction that isn’t offered online?

Related questions

Picto of two text bubbles

Chat with our virtual assistant

Ask a question for immediate answers to your questions, available 24/7