Distinctive Services

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!

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 SERVICES

 

 

  • $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

 

All your benefits and special rates in detail

  ADVANTAGE Services PRIVATE Service
Services
Dedicated Account Manager and access to a direct telephone line
 
Ability to communicate by email with your account manager
 
Access to a team of senior representatives via a priority line
 
Fees
$0 commission on Canadian and American Exchange-Traded Funds (ETF)2
Option fees3
 $6.95 + $1.25 /
contract
 $1.25 / contract
$8.20 Minimum
$9.95 for each trade on equities and exchange-traded debentures (flat fee)3
Attractive interest rate on credit cash balances


Access to Active Investors pricing (if you execute more than 30 trades per quarter)3
Discount on commissions for equity and option trades carried out with a representative
10% 20%
No annual administration fees
Reimbursement of transfer fees ($135 + tax)

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



Free access to Market-Q or Decision-Plus platforms4
Communications and reports
Direct communication with third parties designated by you (e.g., your accountant)
 

Free personalized reports:
> Gains and losses
> Interest income
> Foreign equities

Other services
Management of debit balances (Upon request)
 
Follow-ups for renewing investments about to mature
 
Access to a wide range of GIC issuers
Exclusive seminars
 

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.


1 Stock or option trades, under the same account root 
2 Trades must involve 100 or more units of exchange-traded funds and must be carried out through our electronic solutions. Clients must also sign up to receive all their documents electronically.

3 Through our electronic solutions. Clients must also sign up to receive all their documents electronically.

4 After an evaluation of trading activity.


Questions and comments


  
  
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