MyPortfolio+ is a secure, web-based platform provided by National Bank Independent Network (NBIN), giving investors 24/7 access to their account information. It offers a simple, reliable way to stay informed about your investment accounts and access key documents anytime, from any device.

Key Features:

• Account Access: View current account balances, holdings, and transaction history across all your accounts in one place.
  
• Document Access: Easily retrieve account statements, trade confirmations, and tax documents. Historical statements are available for up to 7 years.
  
• eDelivery Preferences: Go paperless with electronic delivery of all documents, and receive email alerts when new reports are available.
  
• Market Information: Stay informed with access to market data for a wide range of securities, including equities, funds, and fixed income.
  
• Mobile-Friendly Interface: Designed for use on desktop, tablet, and smartphone for convenient access on the go.

My Portfolio + vs. NDEX

While MyPortfolio+ provides access to account-level data and documents, it does not include portfolio performance reporting or consolidated household-level views.

For those enhanced features, clients can also be granted access to NDEX, our advisor-integrated portal which includes:

• Full performance reporting
• Consolidated household views
• Custom reporting packages
• Advisor commentary and shared documents

NDEX can be used as a standalone portal for clients who prefer deeper insight into portfolio activity and performance. However, clients may choose to access both platforms depending on their service preferences.