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Motive Financial accounts migrating to National Bank
January 11, 2026
10:19 am
Dean
Valhalla Mountains, British Columbia
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mustang said

My National Bank account cuts off on the 19th of the month
They send me an email advising of this, about the 23rd of the month

Still no such email from NB for me ... and it's Jan. 11th now.

.

Norman1 said

National Bank account's statement month may depend on owner's last name.

Interesting ⬆️

But if that were the case at NB, I would have received my SA Statements on Jan. 5th.

I guess I'll wait an' see what transpires during this next week.

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

January 11, 2026
11:02 am
mustang
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Under Quick Links, you can select:
View My Documents and Statements
That will show you the statements available for download

January 11, 2026
12:09 pm
Dean
Valhalla Mountains, British Columbia
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.
Bin There ⬆️ ... Dun That ⬆️
.
My Dec. 01 - Dec. 31 SA statements still ain't there. sf-confused

I'll wait till the middle of this week. If they're still not there, I'll call-in and see what's up.

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

January 11, 2026
12:48 pm
Alexandra
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My last name starts with a "W". When I go into my statements, the only one available is for my progress accounts dated 18Dec25 showing $1.68. There is no investment account statement available yet anyway.

January 11, 2026
2:46 pm
JohnnyCash
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Dean said

mustang said

My National Bank account cuts off on the 19th of the month
They send me an email advising of this, about the 23rd of the month

Still no such email from NB for me ... and it's Jan. 11th now.

.

Norman1 said

National Bank account's statement month may depend on owner's last name.

Interesting ⬆️

But if that were the case at NB, I would have received my SA Statements on Jan. 5th.

I guess I'll wait an' see what transpires during this next week.

    Dean

  

Did you receive a statement last month, if so what was the statement date? The schedule in the link was for RBC clients, @Norman1 was alluding to the possibility that NB might be doing something similar.

January 12, 2026
11:41 am
Dean
Valhalla Mountains, British Columbia
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.

    Yes ⬆️ . . .

Both my NBoC SA statements for Nov. 1 - 30 were dated Dec. 9th, '25.

I just checked again ... still no statements for Dec. 1 - 31.

I'll give it another couple o' days, and then call-in if there's still no Dec. statements.

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

January 12, 2026
12:43 pm
JohnnyCash
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Dean said
.

    Yes ⬆️ . . .

Both my NBoC SA statements for Nov. 1 - 30 were dated Dec. 9th, '25.

I just checked again ... still no statements for Dec. 1 - 31.

I'll give it another couple o' days, and then call-in if there's still no Dec. statements.

    Dean

  

If by chance you do call in, I would be most interested to know how they determine when individual clients receive their monthly statements.

January 12, 2026
5:57 pm
Norman1
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December 9, 2025 is the second Tuesday of the month and the 7th business day of the month.

For this month, the second Tuesday would be tomorrow, January 13, and the 7th business day would be today, January 12.

Could one of those be how National Bank issues those statements?

January 12, 2026
6:09 pm
dommm
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I was told our statements are determined by our birth date so if you were born on the 4th your statement will be on the 4th. Not sure what happens if you were born on the 31st.

January 12, 2026
6:33 pm
Dean
Valhalla Mountains, British Columbia
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Norman1 said

December 9, 2025 is the second Tuesday of the month and the 7th business day of the month.

For this month, the second Tuesday would be tomorrow, January 13, and the 7th business day would be today, January 12.

Could one of those be how National Bank issues those statements?

We can Guess all day 'Till the Cows Come Home', or we can call them and ask.

I'll probably do that on Wednesday. sf-smile

    Dean

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

January 12, 2026
7:46 pm
mustang
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dommm said
I was told our statements are determined by our birth date so if you were born on the 4th your statement will be on the 4th. Not sure what happens if you were born on the 31st.  

Maybe a coincidence -- but I was born on the 19th
And, my statements close each month on the 19th

January 12, 2026
9:15 pm
Lodown
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dommm said
I was told our statements are determined by our birth date so if you were born on the 4th your statement will be on the 4th. Not sure what happens if you were born on the 31st.  

I can confirm that it is true. They do it to unburden their computers by spreading the load for generating the statements. No customer wants it this way but they do it to serve themselves! One more reason to drop this bank!

January 12, 2026
9:31 pm
everhopeful
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Agreed... that explains why I didn't have to wait for my statement because my birthday is the 1st.

I only have statements for my Progress accounts though, the investments still only have confirmations from November. I wanted to double check that a Christmas TFSA GIC maturity was on record being cleared in 2025, but I am assuming since the funds were transferred to my Progress account on the 30th, that I will have that contribution room returned to me for this year. I am holding off on using that room until I can see how NB have reported it on CRA website.

January 13, 2026
4:15 am
JohnnyCash
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Lodown said

I can confirm that it is true. They do it to unburden their computers by spreading the load for generating the statements. No customer wants it this way but they do it to serve themselves! One more reason to drop this bank!  

Does that mean you wouldn't bank with RBC either?

January 13, 2026
11:04 am
Alexandra
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Lodown said

I can confirm that it is true. They do it to unburden their computers by spreading the load for generating the statements. No customer wants it this way but they do it to serve themselves! One more reason to drop this bank!  

My birthday is the 31st. So guess I'll get one this month. 28 days next month, so a few more are out of luck. sf-embarassed

January 15, 2026
8:17 am
RetirEd
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I can't see spreading out processing dates as a deal-breaker. I mean, even our governments habitually do it for many documents, such as driver's licenses, in many cases. Look at how birthdays are spread out over the year, but the concentration of christmas season warps workloads and shopping loads into a few peaks and drawn-out valleys.

RetirEd

January 20, 2026
11:54 pm
scrooge
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Called National Bank this morning about my maturing GIC next week.

They answered on the 2nd ring! Impressive! If only their rates were decent.

Confirmed with them that my maturing instructions had carried over from Motive. However, that was to pay the principal and balance into TFSA savings, which has become the Cash Advantage Solution, not the TFSA Cash account. I can't withdraw from the Cash Advantage myself.

Changed the instructions for both my GIC's to mature into the TFSA Cash Account instead, and withdrew the small balance from the TFSA Cash Advantage account, which closed that account. Oh well.

This will be the lions share of my funds here, one small GIC matures in April.

Then I will be out of there although I will likely maintain the accounts as long as they remain free. Could come in handy some day, who knows.

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