Transfer to NBDB

Transferring is simple

Already have an account?

Transfer cash or all or part of your securities without having to sell them.

Transfer funds

Don't have an account yet?

Complete the account opening form and add funds.

Open an account

Need help?

Contact one of our representatives for tailored service.

Contact us

We'll refund your transfer fees

We'll refund your transfer fees, up to $135 plus taxes* if you transfer:

$10,000

or more

in an InvestCube account

$20,000

or more

in another
type of account

Advantages

Transfer your assets without having to sell them.
Enjoy better pricing on commissions and tools depending on the number of trades you carry out.
Get an overview of all your assets and simplify how you manage your investments.

* Details about the transfer fee refund

Two ways to benefit from the transfer offer:

Transfer $20,000 or more to a National Bank Direct Brokerage account, buy shares, options or exchange-traded funds (ETFs) within 6 months of your transfer and we'll refund up to $135 plus taxes of the transfer fees (refunded 1 week after the transaction).

OR

Transfer $10,000 or more to an InvestCube account, invest in the portfolio of your choice and we'll refund up to $135 plus taxes of the transfer fees (without any other restrictions).

For terms and conditions, call Customer service at 1‑800‑363‑3511.

Did you know?

You can keep trading all through the transfer process. Access to your present brokerage accounts will only be limited for the last 24 to 48 hours* of the transfer.

*Transfer times may vary depending on the delivering institution.

Transfer procedure

Transfer cash or investments to your NBDB brokerage account from a bank or investment account.

From a bank account

Via eTransfer directly through our trading platform.
Via telephone by calling one of our representatives at 1‑800‑363‑3511.

Are you making an initial transfer?

Call us at 1‑800‑363‑3511 to have your banking information linked to your NBDB brokerage account.

From an investment account

Via mail: fill out the appropriate transfer form for your type of account and send it to us by mail.

Transfer forms

Account	Transfer form
Cash or margin account	30052
Registered account (RRSP, RRIF, LIRA, LRSP, RLSP, LIF, LRIF, RLIF)	T2033 and T2033 online or T2151 if transfer of LIRA or RLSP from an employer
Tax-Free Savings Account (TFSA)	T2033
Registered Education Savings Plan (RESP)	SDE0100 + TP-1029.8.IQ (if transfer of QESI)