B2B Bank’s Online Banking platform empowers Canadian financial professionals with real-time access to accounts, advanced trading functionality, and comprehensive reporting—designed specifically for advisors, dealers, and group-plan sponsors.
Platform Highlights
- Secure online access: Convenient login via web or mobile, ensuring account visibility anytime and anywhere.
- Advanced trading tools: Integrated trading capabilities streamline execution and portfolio management for advisors and group clients.
- Robust reporting functionality: Detailed, customizable dashboards and reporting tools support tracking, compliance and performance analysis.
User Segments Served
- Financial advisors & dealers: Tailored access that supports up-to-date views on trades and holdings, built for advisor workflows.
- Group-plan sponsors & institutional programs: Specialized interface and tools to manage collective plan structures with efficiency and transparency.
Business Advantages
- Access anytime, from anywhere: Web and mobile compatibility ensures professionals can monitor and manage accounts on their schedule.
- Efficient trade & reporting: Unified tools cut time spent in switching systems—boosting productivity and reducing errors.
- Client-centric transparency: Easy-to-generate statements and reports improve clarity for both advisors and end-clients.
Platform Overview
- This service is part of B2B Bank Dealer Services, providing online account and trading access for investment accounts, for both advisors and group-level users.
- Login pathways include “Online Banking,” “Group Access,” and “Investor Access,” each tailored to user type and access needs.
B2B provides a wide range of online possibilities to its customers, including:
- advisor access - online reporting and review of the status of trades, rebates, buys, switches, and conversions
- investor access - holdings and transaction reporting on all accounts in the bank, online access to duty receipts, confirmations, and statements
- group access - a client can control members' accounts and make and edit regular and one-time transfers
You can log in to B2B bank online services at the start web page of the bank.
You can also download the B2B bank app from the Internet.