Supported Wealth & Investment Accounts

Annalisa Gertz

Community

Here at Billi Labs, we are taking aim at the financial technology sector and have created a powerful, comprehensive platform that will be home to your whole financial world. A secure way to manage spending, Billi is an inclusive app that gives users the control to connect multiple financial accounts, track spending insights and keep tabs on subscriptions and payments.

Billi is an app that helps users see what their money is doing (and where it’s going) so they can feel confident in their decisions and enjoy their money. Most importantly, everyone at Billi is passionate about education, encouraging transparency, and promoting equality in the financial world.

The waitlist is currently open at https://billi.app/

Below are a list of wealth & investment accounts that are supported in Billi app:

Toronto Dominion Bank (TD)
• TD Direct Investing
• TD Waterhouse

Royal Bank of Canada (RBC)
• RBC Direct Investing
• RBC Dominion Securities

Scotiabank
• Scotia iTrade

Canada Imperial Bank of Commerce (CIBC)
• CIBC Investor Edge
• CIBC Woody Gundy

Bank of Montreal (BMO)
• BMO Advice Direct
• BMO InvestorLine
• BMO Nesbitt Burns

Wealthsimple
• Wealthsimple
• Wealthsimple Trade

National Bank of Canada (NBC)
• National Bank Correspondent Network
• National Bank Direct Brokerage
• National Bank Financial
• National Bank Independent Network
• National Bank Private Banking 1859
• National Bank Trust

Desjardins
• Desjardins Disnat
• Desjardins Financial Security
• Desjardins Insurance Retirement
• Desjardins Private Wealth
• Desjardins SFL Investment
• Desjardins VMD

Manulife
• Manulife GRS
• Manulife Securities
• Manulife VIP Room

Industrial Alliance (IA)
• IA Securities
• Industrial Alliance Financial Group
• Investia Financial Services

Credential
• Credential Asset Management
• Credential Securities

Fidelity
• Fidelity Clearing
• Fidelity Investments Canada

HSBC
• HSBC Invest Direct

Morgan Stanley
• Morgan Stanley StockPlan Connect
• Solium Shareworks

Compushare
• Computershare Employee Online
• Computershare Exempt Market

Equitable Bank (EQ)
• EQ Bank

Great West Life
• Great West Group Retirement

Investment Planning Counsel (IPC)
• Investment Planning Counsel (IPC)
• IPC Securities

Laurentian Bank
• Laurentian Bank Discount Brokerage

Wellington Altus
• Wellington Altus Private Wealth