National Bank Investments
Home Products
Price and Performance
Firms and Managers
Documents and Tools
Investment Insights
About Us

Documents and Tools

Find all the regulatory documents, forms, addendas and tools you need.


Investment accounts and registered accounts

**Related addenda are available on Applicable addenda by jurisdiction

RRSP loans



Government Forms

Supplementary forms

Forms and marketing materials - B2B Bank


Sign in to access


Meritage - Investor Profile Questionnaire and Investment Policy Statement (IPS)

Locked padlock icon

Sign in to access interactive tools built to offer personalized service to your customers

Find out your client's matching investor profile

Investor Profile Questionnaire

Generate a custom investment strategy

Investment Policy Statement (IPS)

Complementary information

All about NBI's series

Did you know that NBI has launched new series such as F and FH?

Learn more about the different fund series of our funds and their advantages.


Call or email an NBI sales representative: 1-877-463-7627