® NATIONAL BANK, the NATIONAL BANK logo, CWB FINANCIAL GROUP, the CWB FINANCIAL GROUP horizontal logo, CWB and NBC are registered trademarks of National Bank of Canada.
TM CWB TRUST SERVICES is a trademark of National Bank of Canada.
Your CWB Trust Services migration hub
Find the most up-to-date information about the migration of your institutional accounts
Your accounts will begin migrating in fall 2025
At least two months before your scheduled migration, your Relationship Manager will share important information about your migration date, services, and any actions required on your part.
Waves
Wave 1: Institutional Custody
Group 1 – September 2025
Wave 2: Institutional Custody
Group 2 – October 2025
Wave 3: Registered Plan Trustee and Bare Trust
Group 3 – December 2025
Wave 4: Pension Custody
Group 1 – January 2026
Wave 5: Pension Custody
Group 2 – February 2026
Wave 6: Remaining Accounts
Group 2 – March 2026
Ongoing -
Canada-wide
Before your migration:
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Update your contact information
To ensure you receive important communications, please update your contact information, including your email address by reaching out to your Relationship Manager or our Client Service Team.
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No other action required at this time
There will be no changes to your services until your scheduled migration. Your day-to-day services will continue as is, and our team remains available to support you.
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Watch for important information
We will inform you of upcoming changes before the migration of your institutional accounts. Note that your portfolio manager(s) will also be kept informed of the upcoming changes.
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Consult our Frequently Asked Questions
Download our FAQs for answers to the most common questions.
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.
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.
Let’s stay in touch
Contact your Relationship Manager
