Account opening methods

We want to make your life easier by offering you several methods to open a brokerage account with National Bank Direct Brokerage.

By using the online form
You can open an acccount using the online application form. Fast and secure, this method saves time as it reduces the risk of omission or error.

By phone
If you have a special situation or wish to speak with a representative, you may contact our Investor Services at 1-800-363-3511, Monday through Thursday, from 8:30 a.m. to 8:00 p.m. and Friday, from 8:30 a.m. to 5:00 p.m. We will guide you through the steps.

In person
You prefer to deal with an advisor? Drop by your local branch and an advisor will open your National Bank Direct Brokerage account with you.

By downloading forms
If you prefer, you can print and mail the right forms to us. All the necessary forms are available in PDF format. All you have to do is download them, print them, fill them out and send them back to National Bank Direct Brokerage.

 

Questions and comments


  
  
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