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
We'll refund your transfer fees
We'll refund your transfer fees, up to $150 plus taxes* if you transfer:
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.
* 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?
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.
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 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.
| 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) |
+ TP-1029.8.IQ |
