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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.
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.
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.
Refer a client in 3 simple steps
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.
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.
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.
You can always refer a client by filling out our referral form.
You’ve established your clients' needs?
Refer them to us and we’ll pick up where you left off.
1-800-901-0172
Monday to Friday
8 a.m. to 8 p.m. ET