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Refer a client online

Are you ready to refer a client?

Yes, I'm enrolled

Use your access code for your first sign in to our Digital Hub to refer a client. 

Refer a client

Yes, but I don't have an access code

To get an access code, you need to make your request online. If you wish to refer a client in the meantime, you can do so by filling out the form and faxing it to us.

Request an access

I want to enroll

If you belong to one of National Bank partner firms but, you can submit an enrollment request by filling out the form. 

Submit request

Refer a client in 3 simple steps

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Connect and refer

Already identified your client's needs?

Access your Digital Hub and fill out the form to refer a client. 

First time signing in?

Learn more about our Digital Hub features and secured account activation.

Follow the steps

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Sign and send

You will receive an email to obtain your clients' eSignatures.

They will simply need their mobile phones to access their emails and add their signatures.

Once their consent is registered, your referral will be sent to our advisors.

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Keep track of every step

Once the form is submitted to National Bank, we will begin communicating with your client, providing customized product and service recommendations. You will then be able to track the file's progress. 

Refer a client online

You can always refer a client by filling out our referral form.

Fill out the form


You’ve established your clients' needs?

Refer them to us and we’ll pick up where you left off.

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