About Advisor Access

Advisor Access provides secure and convenient online access to help you manage your clients' accounts.

Registered users of Advisor Access have free access to a suite of tools and services, reports and account information. Depending on your line of business, with Advisor Access you may:

Apply for new accounts
View client account information:
- Current value, including available cash and your clients' investments
- Trading activity and pending transactions
- Systematic transactions including PACs, scheduled payments from income plans (RIF, LIF, LRIF) and group payroll instructions
- Account statements (up to 10 years)
- Taxable transactions in investment accounts
- Regular operational reports
- Contribution tax receipt information - with the ability to order duplicate receipts.
- Tax slip information including RSP contributions, T4s, Relevés and more
Access reports with optional email notification such as
- Available cash reports
- Income plan payments
- And more
Print
- Account statements
- Duplicate tax slips including RSP contributions, T4s, Relevés
- Eligible funds list

For more information, please refer to the frequently asked questions or contact B2B Bank Client Services at 1-800-263-8349 or B2B Bank Dealer Services Client Services at 1-800-387-2087.