Finish opening your account in just a few steps to start investing in the stock market.
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Activate your NBDB account ↓ | Start investing ↓ | Documentation ↓
Achieve your financial goals by following these steps, starting with getting your user ID, linking your bank account, and building your portfolio.
Personal account: Here’s how you can set up your user ID and password from our website:
Joint, business, or legal entity account: Call 1-800-363-3511 (option 4-1) to get your user ID.
New account associated with an existing root*: Your new account will automatically appear in your profile.
Account on a new root, joint account, business account, legal entity account: call 1-800-363-3511 (option 4-1) to add it to your profile.
*The account root is the first 6 characters of the account number. It identifies the main account and allows you to group several sub-accounts together to simplify their management.
Sign in to the direct brokerage platform on nbdb.ca, and use the secure Flinks app.
Once your bank account has been validated, you’ll be able to transfer funds from the account within 24-48 hours (business hours). For more information, consult our FAQ on how to transfer funds.
Select your investment products.
Take advantage of the tools offered on the platform to analyze potential trades and identify new opportunities.
By enrolling in the Fully-Paid Securities Lending Program, you could improve your portfolio's performance.
Consult in-depth financial analysis from National Bank Financial or Morningstar to help you see further.
Transfer your assets without selling your securities and receive a refund of up to $150 in fees from your ceding institution.
Our intuitive platform and tools offer you control and autonomy to easily manage your portfolio.
In addition to the $0 commission fee on online stock and ETF trades, you could also save on annual fees.
Hone your investing skills with our wide range of financial articles, webinars, and YouTube videos. Stay in the loop with the latest trends when you subscribe to our monthly newsletter.
Browse our help centre to view some frequently asked questions. You can also chat with our virtual assistant or connect with one of our experts via the Secure Message Centre or by phone.
To transfer investments to NBDB:
| Type of account | Transfer form |
|---|---|
| Cash or margin account | 30052 |
| Registered plan (RRSP, RRIF, LIRA, LRSP, RLSP, LIF, locked-in RIF, RLIF) | T2033 Checklist Or T2151 when transferring to a LIRA or LRSP from an employer pension plan |
| Tax-Free Savings Account (TFSA) | T2033 Checklist |
| Registered Education Savings Plan (RESP) | SDE0100 + TP-1029.8.IQ (for QESI transfer) |