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Where is my account?

Your account is held in your name at National Bank Correspondent Network.

What is the role of a custodian?

  • Opening, maintaining and closing accounts
  • Maintaining current and accurate records of client holdings
  • Settling trades
  • Preparing account statements and tax documents
  • Calculating and reporting tax information to federal and provincial governments

Who prepares my statements?

NBCN will send a statement directly to you, the client.

How do I access my funds?

  • You can make a deposit by cheque payable to NBCN Inc. via Montag Private Wealth, your portfolio manager
  • By electronic transfer or wire transfer from your bank account
  • Through your financial institution’s online banking

How do I make withdrawals?

  • By cheque request through your portfolio manager. Cheques will be payable only to you by NBCN Inc.
  • By electronic transfer to your bank account, provided you have already given NBCN Inc. written authorization