Portfolio Update Access

Your financial market investments are managed by professional portfolio experts at the Croft Financial Group through us as directed by you and administered by the National Bank of Canada and can be viewed by clicking on the National Bank of Canada login link below providing a User ID and Password available through our office by calling 705-525-7526.

A detailed analysis of your investment account can be accessed by clicking on the Croft Financial Group login link below and providing a User ID and Password available through our office and also input of a verification code sent to your phone each time you access (an extra security feature).

Besides these two methods we provide quarterly paper or e-mail statements sent directly to you which include fixed income investments such as GICs. Of course you can call the office at any time for further information on your account and any money matters of interest or concern.