Account opening timeframe
The time it takes to open an account will depend on the type of account you choose.
Personal and joint accounts will be opened and activated within one business day (24 hours) if the information received is in order.
If your bank account is not held at National Bank, your brokerage account will still be opened within 24 hours, but it will not be activated until all verifications are completed.
For margin accounts and/or accounts with options trading, the approval timeframe will be 3 business days (72 hours) following the receipt of the original, duly completed and signed account opening documents.
If you apply to open a margin account, a cash account will be opened pending receipt of the signed account opening documents. Once your margin account is opened (after verification), any cash and securities held in your cash account will be transferred to your margin account.
If you apply to open a Registered Education Savings Plan (RESP) account, you will not be able to make your first contribution until we have received all grant application forms.
N.B.: The opening of a brokerage account is subject to certain conditions and must be approved by National Bank Direct Brokerage.
You can also contact one of our Technical Support specialists at 1-800-363-3511, option 4-1, Monday to Friday from 8:00 a.m. to 8:00 p.m., to get a username and password.
You can reset your password online. On our trading platform homepage, click on "Forgot your password?" You will then be guided through two easy steps to gain access to your account.
N.B.: To be able to reset your password, you must answer the three security questions.
You can also contact our Technical Support specialists by phone at 1-800-363-3511, Monday to Friday from 8:00 a.m. to 8:00 p.m.
Please contact one of our Technical Support specialists.
N.B.: Clients who have an account with spousal contributions or a special account must contact our Technical Support specialists to create or reset their username or password.