Simplifying Your Practice - Back-Office Support

As our Carrying Broker, National Bank Correspondent Network provides trade execution and clearing functions. With more than $31 billion in assets under administration, NBCN has built their reputation on providing service excellence.

Together with NBCN, Worldsource Securities offers Investment Advisors access to:

  • over 6,000 mutual funds in over 128 families
  • full access to new issues
  • all equity markets, including domestic and global bond markets
  • a full-suite of specialized services, including EFTs, PACs, SWPs, and DRIPs, banking packages and others

Additional record-keeping and operational services provided by NBCN may include custody of securities and cash balances, and extension of credit on margin transactions. These services are provided under a written Introducing/Carrying Broker Agreement between NBCN and Worldsource Securities Inc.