Wave 3: Canadian Western Financial migration timeline

Find information about the migration of your mutual funds products to National Bank Savings and Investments

Canada-wide

This page includes important information about your upcoming migration weekend. To help make this process as smooth as possible, refer to the sections below (before and after migration).

For details about which activities you need to complete for a successful migration, please consult your Migration Letter.

Note that this information is specific to your mutual funds products currently held at Canadian Western Financial. If you hold other products with CWB Financial Group®, please watch for separate communications about how and when those products and services will transition.

Before you migrate: Getting ready

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Update your contact information

If there have been recent changes to your contact information, especially your email address, reach out to your designated CWF representative to make sure you receive all important communications from CWF and National Bank Savings and Investments (NBSI).

Stay vigilant!

Protect yourself against cyberfraud: National Bank will never proactively call, text or email you to ask for your banking information, especially your one-time verification code number, PIN, password or sign-in credentials.

If you receive an unexpected call from someone claiming to be from National Bank or CWB:

  1. Do not share your information.
  2. Obtain the caller’s information.
  3. Tell the caller you will verify their information.
  4. End the call.
  5. Contact National Bank at 1-888-835-6281 or your CWB Relationship Manager using a trusted phone number to verify the information.

Visit National Bank’s Fraud prevention page for cybersecurity tips.

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Read your Product and Service Migration Guide – Mutual Funds

This step will help you understand how your current CWF mutual funds products will transition to NBSI.

Consult your Product and Service Migration Guide – Mutual Funds

After you migrate: What to expect and what to do

It’s now time to set up your online bank and download the mobile app.

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Changes to be implemented​​

  • New account number:
    Your CWF account(s) will transfer to NBSI.
  • Monthly statements:
    Once your migration is complete, you’ll be able to see your mutual funds in National Bank’s app and online bank.
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Sign in and manage your online bank

If you have a bank account with Canadian Western Bank®, you’ll receive access to National Bank’s app and online bank during the migration of your personal banking products.

If you don’t have a bank account with Canadian Western Bank, you can visit any National Bank branch or call the Client Experience Centre (CEC) at 1-888-270-3941 (toll-free) between 5:00 a.m. and 6:00 p.m. (MT) | 7:00 a.m. and 8:00 p.m. (ET), Monday to Friday, after your mutual fund migration to receive access.

Start using your online bank:

  • Manage your finances with ease, such as opening a new NBSI account
  • Buy, switch and sell National Bank Investment (NBI) funds
  • Make contributions to your investment account(s)
  • Buy new GICs
  • Download your statements and tax slips
  • And much more

Important: You may need to meet with your representative to be granted access to all functions. In addition to setting up your profile with us, your representative will also be able to provide investment advice and detailed information on our products and services.

View our step-by-step demos to learn how to use your online bank and mobile app

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What remains unchanged

  • Mutual fund holdings:
    Unless otherwise notified, the holdings in your mutual fund account(s) will remain unchanged and will be moved in kind. This means there will be no tax consequences upon the transfer, as your investments will not be sold.
  • Continuity of service:
    Your designated representative for your CWF investment portfolio will remain the same. 

When will my other products migrate? 

If you hold multiple products with any CWB Financial Group®, please see the full migration schedule to learn when each will migrate. 

See the full migration schedule 
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We’re here to help

Visit our help centre

Let’s stay in touch

Contact your designated CWF representative.

Or call the National Bank Client Experience Centre at 1-888-270-3941

® CWB Financial Group is a registered trademark of National Bank of Canada.

® CANADIAN WESTERN FINANCIAL, NATIONAL BANK and the NATIONAL BANK logo are registered trademarks of National Bank of Canada.

TM NATIONAL BANK SAVINGS AND INVESTMENTS is a trademark of National Bank of Canada.