Banking Services

hank you for your interest in Advisor’s Choice, B2B Trust’s unique suite of banking products and services. Because every company works a little differently, we’ve created the following tips on submitting new business to help keep things simple and make the process as quick and easy as possible.

If you’re new to Advisor’s Choice, please contact one of our business development representatives at:
Email: businessdevelopment@b2b-trust.com
Phone: 1.800.263.8349, option 3.

Review our portfolio of banking products.

Our application workflows will help you understand our submission processes: Line of Credit Workflow, Banking Services Workflow.

Help your client complete an application. If you require clarification, or would like more information, take a look at our sample Line of Credit Application, or our sample Banking Services Application.

Forward your client’s original application with supporting documents to B2B Trust, c/o Advisor’s Choice, 130 Adelaide Street West, Suite 200, Toronto, Ontario M5H 3P5.

At Your Fingertips: