We are currently receiving a high volume of calls, emails and account applications, which causes longer than usual waiting times. We thank you for your patience.
Complete the online form. The most advantageous pricing will be applied automatically.
Good to know
We'll refund your transfer fees, up to $135 plus taxes* if you transfer:
InvestCube
Take the worry out of investing. Choose InvestCube and your Exchange Traded Fund (ETF)1 portfolio will be automatically rebalanced in response to market changes. It's a hassle-free solution.
For brokerage accounts:
For accounts with spousal contributions (RRSP or RRIF):
For RESP accounts:
*Note for clients who don't have a printer: You can request the account opening forms by mail.
For your account opening application to be processed, please send us the following within 25 days:
You can send us the documents in two ways:
N.B.: The opening of a brokerage account is subject to certain terms and conditions and must be approved by National Bank Direct Brokerage.
The time it takes to open an account will depend on the type of account you choose.
For personal and joint accounts |
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 option trading |
3 business days (72 hours) following the receipt of the original, duly completed and signed account opening documents. Procedure: 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. |
For Registered Education Savings Plans (RESPs) |
You will not be able to make your first contribution until we have received all grant application forms. |
For personal and joint accounts |
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 option trading |
3 business days (72 hours) following the receipt of the original, duly completed and signed account opening documents. Procedure: 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. |
For Registered Education Savings Plans (RESPs) |
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.
Technical support
New client?
Contact one of our Technical Support Specialists at 1-800-363-3511 - option 4 - Monday to Friday from 8:00 a.m. to 8:00 p.m. (ET) to get a username and password.
Already a client?
You can complete the steps online or call us for assistance.