Slide 1 of 47 ©2011 NBFG\ Retail Branches Applications Support Online Services Presented by François Bourgeois – (514) or (3134)
Slide 2 of 47 ©2011 NBFG\ Retail Branches Applications Support Online Services is a web access for clients and any person that have legal right (lawyer, accountant, etc) that enable them to: Consult their portfolio in a summary or detail format View transaction history, Market Data and some to the firm study Use a tool to analyze their portfolio or a fictitious one From the Accounts tab, you can view your Portfolio Assets Details in Real time (delayed 20 min.) From the Transactions tab, you can view Current Orders and Instructions and Transfers Funds. From the Analysis menu option, you can set Alerts, Virtual portfolios and Watch list. You also have access to a Message center. Introduction
Slide 3 of 47 ©2011 NBFG\ Retail Branches Applications Support Click on Client access Accessing Online Services Notice To access the NBF Online Services, entre the following address inside your browser
Slide 4 of 47 ©2011 NBFG\ Retail Branches Applications Support Click on Access Fill in your credential Accessing Online Services
Slide 5 of 47 ©2011 NBFG\ Retail Branches Applications Support MY PAGE Display Options Navigating Tabs Menu bar My page Font size Message Center
Slide 6 of 47 ©2011 NBFG\ Retail Branches Applications Support Navigation If needed, scroll the page down
Slide 7 of 47 ©2011 NBFG\ Retail Branches Applications Support Navigation Select the Account menu and click on Summary
Slide 8 of 47 ©2011 NBFG\ Retail Branches Applications Support Accounts / Summary
Slide 9 of 47 ©2011 NBFG\ Retail Branches Applications Support To navigate within the Accounts tab, you can click on the drop down arrow and select your option Or click on any of these display options Accounts / Summary
Slide 10 of 47 ©2011 NBFG\ Retail Branches Applications Support 2 - Click on As of today's Accounts / Asset Details To view the Account in real time with a 20 minutes delayed To view the Account in real time with a 20 minutes delayed 1 - Select the desired account
Slide 11 of 47 ©2011 NBFG\ Retail Branches Applications Support Accounts / Asset Details Notice Select the desired account You are able to view Live update of your portfolio position and account balance with a 20 min delay.
Slide 12 of 47 ©2011 NBFG\ Retail Branches Applications Support Accounts / History 1 - Click on History 2 - Select the desired account 3 - Select the desired period
Slide 13 of 47 ©2011 NBFG\ Retail Branches Applications Support Accounts / Asset Allocation 1 - Click on Asset Allocation 2 - Select the desired account
Slide 14 of 47 ©2011 NBFG\ Retail Branches Applications Support Accounts / Registered Accounts 1 - Click on Registered Accounts 2 - Select the desired account
Slide 15 of 47 ©2011 NBFG\ Retail Branches Applications Support Click on Fund Transfers Transactions 2 - Click on Current Orders and Instructions 1 - Select Transactions To view pending or expired order's and pending instruction's 3 - Select the desired account
Slide 16 of 47 ©2011 NBFG\ Retail Branches Applications Support 1 - Click on Monetary Transfers Transactions / Monetary Transfers 2 - Click on Make a single deposit To view pending or expired order's and pending instruction's
Slide 17 of 47 ©2011 NBFG\ Retail Branches Applications Support Transactions / Single deposit 3 - To transmit a single deposit, fill in the boxes and click on Continue
Slide 18 of 47 ©2011 NBFG\ Retail Branches Applications Support Transactions / Recurring funds transfer To transmit a recurring funds transfer, fill in the boxes and click on Continue
Slide 19 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets 2 - Click on Markets 1 - Select Quotes & Markets Scroll down
Slide 20 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets Scroll down
Slide 21 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets
Slide 22 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets Click on Major Indices
Slide 23 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets Click on Market Scanner
Slide 24 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets Click on News
Slide 25 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets / Stocks Click on Stocks Enter a symbol here Click on Get Quote
Slide 26 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets / Stocks Scroll down
Slide 27 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets / Stocks Click on Options Center
Slide 28 of 47 ©2011 NBFG\ Retail Branches Applications Support Enter a symbol here Click on Get Quote Quotes & Markets / Options Center
Slide 29 of 47 ©2011 NBFG\ Retail Branches Applications Support Click on Mutual Funds Quotes & Markets / Options Center
Slide 30 of 47 ©2011 NBFG\ Retail Branches Applications Support Enter a symbol here Click on Get Quote Quotes & Markets / Mutual Funds
Slide 31 of 47 ©2011 NBFG\ Retail Branches Applications Support Scroll down Quotes & Markets / Mutual Funds
Slide 32 of 47 ©2011 NBFG\ Retail Branches Applications Support Click on Fixed Income Quotes & Markets / Mutual Funds
Slide 33 of 47 ©2011 NBFG\ Retail Branches Applications Support Quotes & Markets / Fixed Income
Slide 34 of 47 ©2011 NBFG\ Retail Branches Applications Support Tools / Virtual Portfolio 2 - Click on Virtual Portfolio 1 - Select Tools 3 - Click on View Detail
Slide 35 of 47 ©2011 NBFG\ Retail Branches Applications Support Click on Portfolio Detail Tools / Virtual Portfolio
Slide 36 of 47 ©2011 NBFG\ Retail Branches Applications Support Tools / Alerts Click on Alerts
Slide 37 of 47 ©2011 NBFG\ Retail Branches Applications Support Tools/ Watchlist Click on Watchlist
Slide 38 of 47 ©2011 NBFG\ Retail Branches Applications Support Tools / RRSP Calculator Click on RRSP Calculator
Slide 39 of 47 ©2011 NBFG\ Retail Branches Applications Support Click on Results Tools / RRSP Calculator
Slide 40 of 47 ©2011 NBFG\ Retail Branches Applications Support Analysis / Canadian Stocks 2 - Click on Canadian Stocks 1 - Select Analysis
Slide 41 of 47 ©2011 NBFG\ Retail Branches Applications Support Analysis / Canadian Stocks Select a company
Slide 42 of 47 ©2011 NBFG\ Retail Branches Applications Support Analysis / Economics & Strategy 1 - Click on Economics & Strategy 2 - Click on a link to view the info
Slide 43 of 47 ©2011 NBFG\ Retail Branches Applications Support Analysis / Economics & Strategy
Slide 44 of 47 ©2011 NBFG\ Retail Branches Applications Support Message Center In this section, the client will be receiving messages from National Bank Financial advising them of new promotions, products, services, additions to the Web site or changes to their account. The Message Centre displays instantly the number of messages, as well as the subject of the message, the name of the sender, and the date it was received. Click on Subject to display the full text of the message. To return to the home page, click on the Back link at the bottom of the page. Click on Message Center
Slide 45 of 47 ©2011 NBFG\ Retail Branches Applications Support Contacts Click on Contacts
Slide 46 of 47 ©2011 NBFG\ Retail Branches Applications Support Exit Click on Sign Out
Slide 47 of 47 ©2011 NBFG\ Retail Branches Applications Support Questions or Comments Thanks for your participation Presented by François Bourgeois – (514) or (3134)