Open your online brokerage account in less than 15 minutes
Fill out the secured online form and take advantage of our fully digital experience to open one or more accounts at the same time.
Good to know: you can continue your form where you left off at any time by entering the request number and the password created during your first connection.
Invest tax-free and receive a deduction from your contributions.
Invest your savings tax-free and receive a deduction for your contributions.
Use available cash from your account to buy securities.
Borrow money from your securities to fund additional investments.
Sell a borrowed security to buy it back later for less. Includes opening a margin account.
You will need a photo ID and your banking information to complete the form.
Complete the secure online form to open the following brokerage accounts.
Keep your funds tax-sheltered.
Invest to help finance your children's post-secondary education.
Invest as a couple.
You will need a photo ID and your banking information to complete the form.
You want to open one of the accounts below?
Call us at 1-800-363-3511
You're not dreaming: no commissions on your transactions, no minimum required.
*Options commission is $0 + $1.25/contract. A minimum fee of $6.25/trade applies. The maximum fee is $19.95 when the transaction value is less than $2,000.
We'll refund your transfer fees, up to $135 plus taxes*, if you transfer:
We'll refund your transfer fees, up to $135 plus taxes*, if you transfer:
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.