How do I switch mutual funds from an NBI account from my online bank?

To switch mutual funds, sign in to your online bank:

  1. Click Overview in the left menu.
  2. Select the concerned investment account. 
  3. Click Switch
  4. Answer the question about updating your personal information and investor profile, then click Continue
  5. Select the funds you want to switch and click Continue
  6. Enter the switching instructions and click Continue
  7. Enter the income distribution and click Continue
  8. Double-check the information on the Summary page and make any modifications if necessary. 
  9. Provide a phone no., check the consent box.
  10. Click Switch

Related questions

Ready to start saving?

Talk to an advisor for personalized advice.

Make an appointment
Icône téléphone
Icône localisateur