Distinctive Services

 

For more information:

    • 514-866-3769
    • 1-866-221-9358 (toll-free)

Are you an independent investor with significant assets, that require a personalized service?
Our Distinctive Services are designed to make managing your investments easier.

Invite your family members to enjoy the same privileges as you! 

Advantage Direct Brokerage            Private Direct Brokerage

 

      

 

Eligibility criteria

  • $500,000 or more in assets under the same account root held at National Bank Direct Brokerage
  • OR

  • 300 or more trades per year1

ADVANTAGE SERVICE

 

Your services


 
Priority telephone access to a 
team of senior representatives
 
1 free personalized report per year
  • Gains and losses
  • Interest income
  • Foreign equities
 

Annual statement of transactions 

  Alerts for new issues upon request    Exclusive seminars  
 
 
 
 
 
 
 
 

 

Your fees


  $9.95 for each trade on equities and exchange-traded debentures (flat fee)2
  $9.95 + $1.25 / contract for option trades2  

Access to Active Investors pricing (if you execute more than 30 trades per quarter)2

  No annual administration fees if you contribute at least $500 net to a TFSA/RRSP during the year4   Regular promotion on reimbursement of transfer fees ($135 + tax)  
             
  Free access to Market-Q or Decision-Plus platforms3   10% discount on commissions for equity and option trades carried out with a representative  

$0 Commission on ETFs*

        

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Eligibility criteria

  • $1,000,000 or more in assets under the same account root held at National Bank Direct Brokerage
  • AND

  • 10 or more transactions per year1

PRIVATE SERVICE

 

Your services


  Dedicated Account Manager reachable via email and access to a direct telephone line
  Unlimited free personalized reports
  • Gains and losses
  • Interest income
  • Foreign equities
  Direct communication with third parties designated by you (e.g., your accountant)
  Liquidity management upon request
  Management of debit balances upon request
 
             
  Follow-ups for renewing investments about to mature
  Expanded fixed-income security inventory
  Access to a wide range of GIC issuers
  Annual statement of transactions   Alerts for new issues upon request  
             
  Exclusive seminars

 

Your fees


  $9.95 for each trade on equities, exchange-traded debentures (flat fee)2   $9.95 + $1.25 / contract for option trades2   Access to Active Investors pricing (if you execute more than 30 trades per quarter)2   Free access to Market-Q or Decision-Plus platforms3   $0 Commission on ETFs*
 
           
  20% discount on commissions for equity and option trades carried out with a representative
  No annual administration fees
  Regular promotion on reimbursement of transfer fees ($135 + tax)
  Attractive interest rate on credit cash balances
  No fees for lump-sum withdrawals from a RRSP, RRIF, LIRA
 
             
  Free duplicates for a third party
  Donation of shares – Free transfers between family members
 


 Benefits exclusive to the Private Service Program.

For all other fees, the Commission and General Fee schedule applies.

          514-866-3769
                1-866-221-9358 (toll-free)

Would you like to learn more about our Distinctive Services?

Contact our team of representatives for more information or to sign up.

    

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1 Stock or option trades, under the same account root.
2 Through our electronic solutions.
3 After an evaluation of trading activity.
4 The year is set from June 1rst to May 31th


National Bank Direct Brokerage ( “ NBDB “ ) is a division of and a trademark used by National Bank Financial Inc. ( “NBF “ ) for its order-execution services. National Bank Direct Brokerage offers no advice and makes no investment recommendations. The client is solely responsible for the financial consequences of his or her investment decisions. Member of the Canadian Investor Protection Fund.

* The "Zero Commission on ETFs" pricing starts as of September 1, 2016. All trades involving 100 or more units of Canadian exchange-traded funds carried out through our electronic solutions are eligible. Eligible ETFs are those that appear on the list of Canadian ETFs published by the Canadian ETF Association. 
Commission-free ETF trades are not counted when calculating:

  • Free access to trading platforms
  • Active Investor pricing
  • Annual administrative fees

Questions and comments


  
  
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