Relationship disclosure

At National Bank Direct Brokerage ("NBDB") we offer Canadian investors a comprehensive direct brokerage solution that is easily accessible, reliable, and that allows you to make trades, plan and take charge of your investment decisions easily. Thanks to the support of a team of dedicated specialists, cutting-edge technology and sophisticated tools. 

Manage your own investments
Discount brokerage or direct brokerage allows you to manage your own investments and perform all of your own asset management activities, from developing an investment strategy to carrying out transactions.   This service, which combines flexibility with abundant information and tools, represents a very attractive alternative to investors looking to be more in control of their investments.

NBDB offers investors a direct trading service (without advice).  This means that our clients' orders are accepted and executed without us making any recommendations or validating their appropriateness or suitability with respect to the client's financial situation, investment knowledge, investment objectives, investment time horizon or tolerance for risk.

Be in charge!
Choose NBDB and benefit from one of Canada’s top direct brokerage services firm.  Whether you are a novice, intermediate or seasoned investor, we have everything you need to help you attain your financial goals.  We provide access to all the services you need to independently manage your accounts: unparalleled customer service, investment accounts and solutions for different investor profiles, and powerful IT tools to help you make your investment decisions.

Please read carefully the "Relationship Disclosure" document.

This information document has everything you need to know about your account and your relationship with us, including a description of the products and services we offer and the rules that govern your relationship with us.  Take the time to read it, as it has important information for you.  Since the information contained in this document applies to the accounts you open with us, we recommend that you keep it for future reference.   Should you have any questions or comments, do not hesitate to contact us.  Our offices are open from Monday to Friday, 8 a.m. to 8 p.m.  (ET).

National Bank Direct Brokerage
1100 Robert-Bourassa Blvd., 7th Floor
Montreal, Quebec, H3B 2G7
Toll-free number: 1 800 363-3511
Fax: 514 394-8688

Questions and comments