Activating your account

Finalising your account opening

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Welcome to National Bank Direct Brokerage

Congratulations! Your account is now open. Just a few more steps and you can start trading.

Start investing in 3 steps

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1. Get your login information and access the trading platform

Read the legal documents before you start trading

 

Already have your account number?

Sign in to the platform to access your account today.

1 Only applicable for individual accounts. If you hold a joint account or an account opened for a legal entity, please contact one of our representatives at 1-800-363-3511 (option 4-1) to obtain your login information.

2. Transfer funds to your account

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Call us at 
1‑800‑363‑3511 to link your bank account to your NBDB brokerage account.

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Transfer funds from a bank account
: You can transfer funds online via our trading platform or call us at 1‑800‑363‑3511.

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Transfer funds from an investment account
: Complete the proper transfer form for your account and send it to us by mail.

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3. Build your portfolio

  • Select your investment products.
  • Use tools such as Recognia, the ETF Centre and automated alerts to weigh your decisions and explore new investment opportunities.
  • Review analysis from National Bank Financial and Morningstar for more in-depth information.
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Tips from our experts

Transferring investments or funds to NBDB is easy. There's no need to sell your stocks and you can continue trading.

Take charge of your investments

A platform that shows you the whole picture

Our platform lets you see the details of all your brokerage accounts at a glance.

Discover the platform

Transparent pricing

No matter what product you choose, you'll always get the best rates. And at NBDB, being an active investor pays off—the more you trade the less you pay.

See our rates

Educational events

We organize events online and across Québec to help you understand our tools, explore investment research and analysis and get to know the benefits of various investment products.

Sign up

Award-winning experts at your service

Our certified securities specialists have won customer service awards on numerous occasions. They are there to help you meet your objectives as a self-directed investor.

Contact customer service

The fine print

Legal documents to review before you start trading

Investment transfer forms

To transfer investments to NBDB:

  • Complete and print the appropriate transfer form, then send it to us.
  • Include a photocopy of the latest portfolio statement of the account to be transferred.

Type of account

Transfer form

Cash or margin account

30052

Registered plan (RRSP, RRIF, LIRA, LRSP, RLSP, LIF, locked-in RIF, RLIF)

T2033

Or 

T2151 when transferring to a LIRA or LRSP from an employer pension plan

Tax-Free Savings Account (TFSA)

T2033

Registered Education Savings Plan (RESP)

SDE0100 +

TP-1029.8.IQ (for QESI transfer)