Beginning December 1, 2023, B2B Bank Dealer Services will add AGF Investments to the list of Fund companies whose clients will be charged a fee of $2/consolidated mailing when they require a paper trade confirmation after initiating a transaction. As a result, your clients’ monthly payment amounts may change.
There is no fee for clients who have chosen e-delivery for trade confirmations.
How your clients can sign up for e-delivery and avoid paper trade confirmation fees
- Register/Login for Investor Access at b2bbank.com/investoraccess. (Once registered, a temporary online password will arrive in the mail.).
- Select “My Preferences”.
- Select “Electronically” for delivery preference.