Open an account

Tap into the full market potential!

With National Bank Direct Brokerage, you're free to trade anytime and anywhere you want.  This section provides useful information on opening a brokerage account. 


There are three ways to open an account         


Formulaire
 
 
Online

Complete the online form
Over the phone

Call 1-800-363-3511
Monday to Thursday from 8:30 a.m. to 8:00 p.m.
 or Friday from 8:30 a.m. to 5:00 p.m.

Find a branch






Collect the information required to open an account

Step 1: Collect the information required to open an account

Different types of accounts are available. Learn more to help you choose the one that's right for you.  

Information requested based on the type of account you choose 

Brokerage account

  • Full name (as it appears on official identity documents)
  • Date of birth
  • Home address and mailing address (including postal codes)
  • Job title and the full address of your employer
  • Telephone numbers where we can reach you (at home and at work)
  • Social insurance number, so we can issue your tax documents and validate your status as a Canadian citizen or permanent resident
  • Bank account information (provide a void cheque) It is also possible to link a bank account at another financial institution.

Account with spousal contributions (RRSP or RRIF)

  • Full name of spouse (as it appears on official identity documents)
  • Spouse's date of birth
  • Spouse's social insurance number


RESP account

  • Full name of beneficiary (as it appears on official identity documents)
  • Beneficiary's date of birth
  • Beneficiary's home address
  • Beneficiary's social insurance number, for federal and provincial grant purposes in certain provinces (it is not possible to open an RESP without the beneficiary's SIN)
Step 2: You can complete your application:

You can complete your application:

  • Online :  It will take 20 to 40 minutes to complete the form, depending on the type of account you choose.
  • Over the phone: Call 1-800-363-3511, Monday to Thursday from 8:30 a.m. to 8:00 p.m. or Friday from 8:30 a.m. to 5:00 p.m., or schedule a telephone appointment with a representative. 
  • At a branch: Find your branch's contact information using the branch locator.

 

Once the account opening form is completed, you will be asked to print the documents required to open your account. You must print all of these forms*.


*You can also ask to have the forms printed and mailed to you.

Step 3: Submit required documents

Once the application is complete and you have printed all the account opening forms, return them to us duly signed within 25 days. You can send us the forms in two ways:

By mailing them to:

National Bank Direct Brokerage

1100 Robert-Bourassa Blvd., 7th Floor

Montreal, Quebec  H3B 2G7

By bringing them to the branch of your choice: Find a branch.

N.B.: Be sure to include a copy of both sides of a recognized identity document: driver's licence, health insurance card (except for residents of Ontario, Manitoba and Prince Edward Island), permanent resident card, Canadian passport or birth certificate (if under 21 years of age).

N.B.: The opening of a brokerage account is subject to certain terms and conditions and must be approved by National Bank Direct Brokerage.

Personal accounts and accounts with spousal contributions can be opened online.  To open another type of account, consult the Forms –Special accounts section.

The time it takes to open an account will depend on the type of account you choose.


Have you opened an account?

Take a look at our dedicated page

   

Get your user code to trade securely online* 


Transfer your assets
to NBDB




Need help?


 
       

Reset your password


Contact our 
Technical Support
at 
1-800-363-3511,
Monday to Friday from 8:00 a.m. to 8:00 p.m.



Improve your knowledge on 
the ins and outs of trading at NBDB 

 

* You can only sign up for the trading platform if you have a personal account. For all other account types, please contact one of our representatives by phone.

Additional information

Account opening timeframe

The time it takes to open an account will depend on the type of account you choose.

Personal and joint accounts will be opened and activated within 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 options trading, the approval timeframe will be 3 business days (72 hours) following the receipt of the original, duly completed and signed account opening documents.

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.

If you apply to open a Registered Education Savings Plan (RESP) account, 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

You can also contact one of our Technical Support specialists at 1-800-363-3511, option 4-1, Monday to Friday from 8:00 a.m. to 8:00 p.m., to get a username and password.

Forgotten password

You can reset your password online. On our trading platform homepage, click on "Forgot your password?" You will then be guided through two easy steps to gain access to your account.

N.B.: To be able to reset your password, you must answer the three security questions.

You can also contact our Technical Support specialists by phone at 1-800-363-3511, Monday to Friday from 8:00 a.m. to 8:00 p.m.

Forgotten username

Please contact one of our Technical Support specialists.
N.B.: Clients who have an account with spousal contributions or a special account must contact our Technical Support specialists to create or reset their username or password.

 

Questions and comments


  
  
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