Wealth Management
Portal Links
The
TriCert Client Portal provides you with secure online access to your investment portfolio. Through the portal, you can view your account details, download statements, track portfolio performance, and generate reports. Stay informed about your investments and access key information whenever needed.
Estatekeeper
is a secure digital vault where you can store important documents like wills, powers of attorney, and financial statements. You can also use EstateKeeper to securely send documents to your advisor and access key information, such as financial plans and annual reports, all in one convenient place.
EstateKeeper® is a registered trademark of TriCert Investment Counsel Inc.
NBIN Portfolio+ provides you with secure online access to your investment accounts. While it offers a range of account details, we primarily recommend using MyPortfolio+ to retrieve important documents such as tax slips and year-end statements. This ensures you have easy access to key financial records when needed.
