Are you a National Bank Direct Brokerage client looking to transfer your assets or cash to your brokerage account? If so, visit Transferring to NBDB.
Only personal or joint accounts can be opened online. For any other type of account, please download the appropriate form and follow the instructions.
Step 1: What you need to know BEFORE completing your application
Personal information is requested when you open a brokerage account. For instance, each account holder must provide their social insurance number, banking information and valid ID.
For accounts in which the spouse makes contributions, the date of birth and social insurance number of the contributor are mandatory to open an account.
View the complete list of documents you will need to open an account.
Step 2: What you need AS you go through the process
The application will take approximately 20 minutes. Your account will be available within 24 business hours (under certain conditions).
All parts of the form must be completed (you will not be able to move on to the next section if information is missing).
Once your form is duly completed, you will be asked to print documents. You must print* all the documents necessary to open your account.
* Instead of printing the documents, you can rather ask to receive them by mail.
Open an account now
If you prefer to open your account by phone or with an agent, click here to see the different account opening processes.
Step 3: What you need to know ONCE your application is complete (important)
Once the application is complete and you have printed all the account opening forms, you must return the forms duly signed within the next 25 days, at:
National Bank Direct Brokerage
1100 Robert-Bourassa Blvd., 7th Floor
Montreal, Quebec H3B 2G7
Note: Do not forget to include a copy (double sided) of a valid ID: driver’s licence, Medicare card (except for residents of Ontario, Manitoba and PEI), permanent resident card, Canadian passport or birth certificate (if less than 21 years old).
Congratulations! You’re now ready to receive a user code and to start trading in your new National Bank Direct Brokerage account.
Read more about user codes │ Read more about trading at NBDB
Note: The opening of a brokerage account is subject to certain conditions as well as the approval of National Bank Direct Brokerage.