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How do I switch mutual funds from an NBI account?

To switch mutual funds from your online bank:

  1. Sign in to your online bank. 
  2. Click Overview in the left menu of your screen. 
  3. Select your investment account. 
  4. Click Switch a fund
  5. Verify if you need to update your investor profile, then click Continue
  6. Follow the instructions to switch a fund.

 

To switch mutual funds from your National Bank app

  1. Sign in to your mobile app. 
  2. Select your investment account. 
  3. Click the Switch button at the bottom of the screen. 
  4. Verify if you need to update your investor profile, then click Continue
  5. Follow the instructions to switch a fund.

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