Transfer to NBDB

We make it easy to transfer your assets

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 $150 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 $150 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 $150 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 icon

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

From an investment account

  • Through the secure Message Centre: Initiate your transfer request by secure message and you will receive a DocuSign link to sign your documents.
  • Via email: Send a message to directbrokerage@nbc.ca  
  • Via telephone: by contacting our team at 1-800-363-3511
  • Via mail: fill out the transfer form for your account type and send it to us by mail.

How long does it take to transfer my account?

Transfer times may vary depending on the delivering institution and the investments being transferred.

N.B.: Time periods are approximate. During peak periods, transfers can take longer than expected to be completed. Missing or incomplete documents can also cause delays. 

Transfers via ATON users

The ATON system, used by several brokers, enables transfers to be carried out electronically. Contact one of our representatives at 514-866-6755 or toll free at 1-800-363-3511 for the list of participating institutions.

Here are time estimates for assets to be received, in business days, from the time a request is initiated: 

Canadian securities
and options
U.S. securities
and options
Mutual funds Foreign securities
and OTC market securities
Guaranteed Investment Certificates
10 days 10 days 15-20 days 20 days 20-30 days

Transfers via non-ATON users

Transfers coming from institutions that do not participate in the ATON system must be processed manually. This represents about 60% of requests.

The estimated timelines for receiving assets (once the transfer request is sent to the delivering institution or a GIC expires) are as follows:  

Banks /
Caisses populaires
Mutual fund companies Trusts /
Insurance companies
Employers / Pension funds /
Government agencies
10-20 days 10-20 days 10-20 days 20-40 days

Are you making an initial transfer?

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

Transfer forms

Account Transfer form
Cash or margin account 30052
Registered account
(RRSP, RRIF, LIRA, LRSP, RLSP, LIF, LRIF, RLIF)
T2033
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)

Ready to transfer?

Switch to NBDB by opening an account.

Start now

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