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.

Don't have an account yet?

Complete the account opening form and add funds.

Need help?

Contact one of our representatives for tailored service.

We'll refund your transfer fees

We'll refund your transfer fees, up to $150 plus taxes¹ if you transfer:

$20,000

or more

in an account

Advantages

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

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).

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 contacting our team at 1‑800‑363‑3511.

From an investment account

Through the secure Message Centre: Initiate your transfer request by secure message .
Via email: Send the transfer form to directbrokerage@nbc.ca
Via telephone: Contact our team at 1-800-363-3511
Via mail: Send the transfer form to the attention of National Bank Direct Brokerage at 800 Saint-Jacques Street, Office 16281, Montreal, Quebec H3C 1A3.

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.

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)

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