Become (even more) self-sufficient by attending our events
Broaden your knowledge of direct brokerage and master the tools by attending one of our free events. Our experts are here to help you build your confidence.
Our topics:
- Brokerage accounts
- Taxation
- Tools
- Investment products
- Portfolio management
Upcoming events
Asset Allocation ETFs: What’s all the hype about?
Webinar
June 18, 2025 | 12:00 – 1:00 p.m. EDT
Do not underestimate the importance of asset allocation in your investments. Discover why this strategic approach is effective for those who favor an evidence-based, low-cost, and practical method.
Build your watchlists, set alerts and discover the stop order
Webinar
July 10, 2025 | 12:00 – 12:30 p.m. EDT
During this webinar, our expert will explain the advantages of using a watchlist, the alert tool and introduce how a stop loss order works. These tools and strategies will allow you to monitor targeted stocks and ETFs and program a stop loss order to protect your gains and limit your losses.
Optimize Your Portfolio with the Wealthscope Tool
Webinar
July 18, 2025 | 12:00 – 12:45 p.m. EDT
Discover Wealthscope, a new investment analysis tool available on the NBDB platform by subscription.
Learn how to take advantage of this powerful and intuitive tool that can help you visualize your assets, simulate buy or sell strategies, and get an overview of your portfolio through account aggregation.
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