Client Resources

For step-by-step instructions on how to retrieve your tax slips and documents please click this link: My Portfolio+ Client Instructions 2023 Tax Year If you ...

Login to your online banking Navigate to the bill payment section and select “Add a Payee.” Add NBIN as the payee. • ***Note – NBIN ...

Step 1 – Getting to Accounts Online – My Portfolio Plus Click the “Client Login” tab on our website or visit https://myportfolioplus.ca/wellington-altus/login.This will automatically direct ...

Step 1 – My Account for Individuals Click the “myCRA” tab on our website or visit https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/mycra.html. Navigate to “Option 2 – Using a CRA ...