Wave 4: CWB Optimum Mortgage timeline
Find information about the migration of your CWB Optimum Mortgage products to National Bank
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 products and services currently held with CWB Optimum Mortgage™. If you hold other products with CWB Financial Group®, please refer to the respective communications about how and when those products and services transition.
- Before you migrate
- After you migrate
Before you migrate: Getting ready
Update your contact information
Contact CWB Optimum Mortgage at 1-866-441-3775 to update your contact information if it has recently changed to ensure you receive all important communications during your transition period.
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:
- Do not share your information.
- Obtain the caller’s information.
- Tell the caller you will verify their information.
- End the call.
- 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.
Read your Product and Service Migration Guide
The Product and Service Migration Guide – Personal Optimum Mortgage Solutions will help you understand how your current CWB Optimum Mortgage products and services will transition to National Bank.
Consult your Product and Service Migration Guide – Personal Optimum Mortgage Solutions.
Provide instructions for any upcoming account decisions
If you have actions or outstanding decisions to make around the time of your migration, reach out to National Bank Optimum Mortgage Centre at 1-866-441-3775 so we can process your request and ensure your preferences are in place right away.
Prepare for temporary National Bank online bank outage, if applicable
If you’re already a National Bank personal banking client, please note that your online bank will be temporarily unavailable as we migrate your CWB Optimum Mortgage products to National Bank.
Please process any pending transactions in advance. Once migration activities are complete, online access will be available again and will include your migrated products.
We understand this outage may be disruptive and we appreciate your understanding while we securely move your information.
Note: You can continue using your National Bank debit card to make purchases in store or at an ABM during your migration weekend.
Important: Please refer to our Fraud prevention page if you have any doubts about a communication from Canadian Western Bank or National Bank.
After you migrate: What to expect and what to do
Start banking with us
Our teams will be working diligently to fully migrate your information. It will then be time to start enjoying your experience with National Bank. You can keep a copy of your Product and Service Migration Guide – Personal Optimum Mortgage Solutions for reference if you have any questions about your mortgage or migration.
Discover your National Bank branch
As a National Bank client, you now have access to our branch network across Canada.
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.
We’re here to help
Let’s stay in touch
Contact the National Bank Optimum Mortgage Centre at 1-866-441-3775
Or call the National Bank Client Experience Centre at 1-888-835-6281
® NATIONAL BANK, CANADIAN WESTERN BANK and CWB are registered trademarks of National Bank of Canada.
TM CWB OPTIMUM MORTGAGE is a trademark of National Bank of Canada.
