Distinctive Services


For more information:

    • 514-866-3769
    • 1-866-221-9358 (toll-free)

Are you an independent investor with significant assets, that require a personalized service?
Our Distinctive Services are designed to make managing your investments easier.

Invite your family members to enjoy the same privileges as you! 

Advantage Direct Brokerage            Private Direct Brokerage


      

 

Eligibility criteria

  • $500,000 or more in assets under the same account root held at National Bank Direct Brokerage
  • OR

  • 300 or more trades per year1

ADVANTAGE SERVICE


Your services


  Priority telephone access to a
team of senior representatives
  1 free personalized report per year
  • Gains and losses
  • Interest income
  • Foreign equities
 

Annual statement of transactions 

  Alerts for new issues upon request    Exclusive seminars  


Your fees


  $9.95 for each trade on equities and exchange-traded debentures (flat fee)2
  $9.95 + $1.25 / contract for option trades2  

Access to Active Investors pricing (if you execute more than 30 trades per quarter)2

  No annual administration fees if you contribute at least $500 to a TFSA/RRSP during the year   Regular promotion on reimbursement of transfer fees ($135 + tax)  
             
  Free access to Market-Q or Decision-Plus platforms3   10% discount on commissions for equity and option trades carried out with a representative  

        

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Eligibility criteria

  • $1,000,000 or more in assets under the same account root held at National Bank Direct Brokerage
  • AND

  • 10 or more transactions per year1

PRIVATE SERVICE


Your services


  Dedicated Account Manager reachable via email and access to a direct telephone line
  Unlimited free personalized reports
  • Gains and losses
  • Interest income
  • Foreign equities
  Direct communication with third parties designated by you (e.g., your accountant)
  Liquidity management upon request
  Management of debit balances upon request
 
             
  Follow-ups for renewing investments about to mature
  Expanded fixed-income security inventory
  Access to a wide range of GIC issuers
  Annual statement of transactions   Alerts for new issues upon request  
             
  Exclusive seminars



Your fees


  $9.95 for each trade on equities, exchange-traded debentures (flat fee)2   $9.95 + $1.25 / contract for option trades2   Access to Active Investors pricing (if you execute more than 30 trades per quarter)2   Free access to Market-Q or Decision-Plus platforms3   20% discount on commissions for equity and option trades carried out with a representative
 
             
  No annual administration fees
  Regular promotion on reimbursement of transfer fees ($135 + tax)
  Attractive interest rate on credit cash balances
  No fees for lump-sum withdrawals from a RRSP, RRIF, LIRA
  Free duplicates for a third party
 
             
  Donation of shares – Free transfers between family members
 


 Benefits exclusive to the Private Service Program.

For all other fees, the Commission and General Fee schedule applies.

          514-866-3769
                1-866-221-9358 (toll-free)

Would you like to learn more about our Distinctive Services?

Contact our team of representatives for more information or to sign up.

    

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1 Stock or option trades, under the same account root.
2 Through our electronic solutions.
3 After an evaluation of trading activity.


National Bank Direct Brokerage Inc. is a wholly owned subsidiary of National Bank of Canada. National Bank Direct Brokerage offers no advice and gives no investment recommendations. The client alone is responsible for the financial and tax consequences of his or her investment decisions. National Bank Direct Brokerage is a member of the Canadian Investor Protection Fund.

Questions and comments


  
  
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