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OBSI – Ombudsman for Banking Services and Investments

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The Firm Portal provides OBSI's 1400+ participating firms with a secure, web-based access point to a broad range of features and services including:

  • 24/7 live access to key data and statistics about their firm's inquiries, active cases and closed cases, all searchable within user-specified date fields.
  • For active cases, firms can access key data, including the case opening date, product and issue classification, investigator contact information and the current investigative stage.
  • Secure document upload capability for case documents required for active investigations.
  • Aggregated historical case data for the firm's sector to allow firms to analyse their case experience relative to their sector.
  • Intuitive firm information management functions, allowing firms to independently manage their contact and administrative profile updates.
  • Firms in certain sectors can manage their annual membership renewal, including calculating fees, generating and paying invoices, and viewing past invoices and payments.

Log in to the Firm Portal

Please note, the OBSI Firm Portal works best using Google Chrome.

Please contact membership@obsi.ca if you do not yet have access to the OBSI Firm Portal.

If you would like to apply to become a participating firm, please click here to apply for membership.

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Greater Toronto Area: (416) 287-2877
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