slide 1 of 47 ©2011 nbfg\ retail branches applications support online services presented by...

$: Slide 1 of 47 ©2011 NBFG\ Retail Branches Applications Support Online Services Presented by François Bourgeois – (514) 879-3134 or 1-800-361-8838 (3134)$
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©2011 NBFG\ Retail Branches Applications Support

Online ServicesOnline Services

Presented by François Bourgeois – (514) 879-3134 or 1-800-361-8838 (3134)

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Online Services is a web access for clients and any person that have legal right (lawyer, accountant, etc) that enable them to:

• Consult their portfolio in a summary or detail format• View transaction history , Market Data and some to the firm study• Use a tool to analyze their portfolio or a fictitious one

From the Accounts tab, you can view your Portfolio Assets Details in Real time (delayed 20 min.)

From the Transactions tab, you can view Current Orders and Instructions and Transfers Funds.

From the Analysis menu option, you can set Alerts, Virtual portfolios and Watch list.

You also have access to a Message center.

IntroductionIntroduction

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Click on Client access

Accessing Online ServicesAccessing Online Services

Notice

To access the NBF Online Services, entre the following address inside your browser

WWW.NBF.CA

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Click on Access

Fill in your credential

Accessing Online ServicesAccessing Online Services

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MY PAGEMY PAGE

Display Options

Navigating Tabs

Menu barMy page

Font size

Message Center

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NavigationNavigation

If needed, scroll the page down

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NavigationNavigation

Select the Account menu and click on Summary

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Accounts / SummaryAccounts / Summary

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To navigate within the Accounts tab, you can click on the drop down arrow and select your option

Or click on any of these display options

Accounts / SummaryAccounts / Summary

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2 - Click on As of today's

Accounts / Asset DetailsAccounts / Asset Details

To view the Account in real time with a

20 minutes delayed

To view the Account in real time with a

20 minutes delayed

1 - Select the desired account

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Accounts / Asset DetailsAccounts / Asset Details

Notice

Select the desired account

You are able to view Live update of your portfolio position and account

balance with a 20 min delay.

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Accounts / HistoryAccounts / History

1 - Click on History


3 - Select the desired period

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Accounts / Asset AllocationAccounts / Asset Allocation

1 - Click on Asset Allocation


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Accounts / Registered AccountsAccounts / Registered Accounts

1 - Click on Registered Accounts


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Click on Fund Transfers

TransactionsTransactions

2 - Click on Current Orders and Instructions

1 - Select Transactions

To view pending or expired order's and

pending instruction's




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1 - Click on Monetary Transfers

Transactions / Monetary TransfersTransactions / Monetary Transfers

2 - Click on Make a single deposit





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Transactions / Single depositTransactions / Single deposit

3 - To transmit a single deposit, fill in the boxes and click on Continue

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Transactions / Recurring funds transferTransactions / Recurring funds transfer

To transmit a recurring funds transfer, fill in the boxes and click on Continue

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Quotes & MarketsQuotes & Markets

2 - Click on Markets

1 - Select Quotes & Markets

Scroll down

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Scroll down

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Click on Major Indices

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Click on Market Scanner

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Click on News

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Quotes & Markets / StocksQuotes & Markets / Stocks

Click on Stocks

Enter a symbol here

Click on Get Quote

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Scroll down

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Click on Options Center

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Enter a symbol here

Click on Get Quote

Quotes & Markets / Options CenterQuotes & Markets / Options Center

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Click on Mutual Funds

Quotes & Markets / Options CenterQuotes & Markets / Options Center

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Enter a symbol here

Click on Get Quote

Quotes & Markets / Mutual FundsQuotes & Markets / Mutual Funds

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Scroll down


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Click on Fixed Income


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Quotes & Markets / Fixed IncomeQuotes & Markets / Fixed Income

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Tools / Virtual PortfolioTools / Virtual Portfolio

2 - Click on Virtual Portfolio

1 - Select Tools

3 - Click on View Detail

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Click on Portfolio Detail

Tools / Virtual PortfolioTools / Virtual Portfolio

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Tools / AlertsTools / Alerts

Click on Alerts

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Tools/ WatchlistTools/ Watchlist

Click on Watchlist

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Tools / RRSP CalculatorTools / RRSP Calculator

Click on RRSP Calculator

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Click on Results

Tools / RRSP CalculatorTools / RRSP Calculator

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Analysis / Canadian StocksAnalysis / Canadian Stocks

2 - Click on Canadian Stocks

1 - Select Analysis

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Analysis / Canadian StocksAnalysis / Canadian Stocks

Select a company

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Analysis / Economics & StrategyAnalysis / Economics & Strategy

1 - Click on Economics & Strategy

2 - Click on a link to view the info

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Analysis / Economics & StrategyAnalysis / Economics & Strategy

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Message CenterMessage Center

In this section, the client will be receiving messages from National Bank Financial advising them of new promotions, products, services, additions to the Web site or changes to their account.

The Message Centre displays instantly the number of messages, as well as the subject of the message, the name of the sender, and the date it was received.

Click on Subject to display the full text of the message. To return to the home page, click on the Back link at the bottom of the page.

Click on Message Center

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ContactsContacts

Click on Contacts

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ExitExit

Click on Sign Out

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Questions

or

Comments

Thanks for your participationThanks for your participation

Presented by François Bourgeois – (514) 879-3134 or 1-800-361-8838 (3134)

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