Natixis is a French corporate and investment bank created in November 2006 from the merger of the asset management and investment banking operations of Natexis Banque Populaire and IXIS. Groupe BPCE owns more than 70% of Natixis while the remaining float is listed on the Paris Stock Exchange.
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At Natixis, we dedicate all our resources, talents and energy to support our clients across the world with a single goal: to promote their long-term interests.
- Customer Centric
How Can I Add or Change a Beneficiary on An Account?
To add or change a beneficiary on an account, please complete and send an IRA Beneficiary Designation Form for an IRA account or a Transfer on Death Agreement for an Individual account.
How Can I Have a Check Made Payable to Someone Other than Myself?
Complete the Natixis Redemption Request Form. You will need to get a Medallion Signature Guarantee stamp on the form to have a check made payable to someone other than the registered owner(s), or sent to an address other than the address listed on your account.
How Can I View My Tax Information Online to See if I Should Be Receiving Any 1099 Forms?
Log in to access your account and click on Tax Forms from the dropdown menu next to the account for which you want to view Tax Information. Choose the tax form you would like to view or reorder. If the option to View Tax Information does not appear in the dropdown menu, no tax forms were generated that year on that particular account.
How Can I Contact Someone if I Am Having a Problem with My Account?
Call 800-225-5478 to speak to an Investor Services Representative for questions about your accounts, information on our products or to request literature. They are available to assist you Monday through Friday from 8:00 a.m. to 6:00 p.m. ET.
Tel: 1 617-449-2525