Help centre
Documents and statements
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In addition to the documents available on the online brokerage platform and app, what additional reports can be generated for my accounts? Discover which reports are available online for your accounts and which can be generated upon request. Fees may apply. -
I rather receive my documents by mail. How do I go about this? Learn how to change your document delivery preferences online or by contacting our team. Fees may apply. -
What documents are available on the online brokerage platform? See what documents are available on the online brokerage platform and the available modes to receive them. -
When will I receive my portfolio statements? Get monthly portfolio statements from National Bank Direct Brokerage and quarterly statements for non-transactions. -
Where can I find, and how do I sign agreements online? See where you can access and sign agreements through our online brokerage platform. -
Where can I find my banking information, i.e. my account, transit, and institution numbers? See how to identify your banking information on your personal cheques: transit, institution, and account numbers. -
Where can I find the agreements in French? See where you can find the French version of your agreements provided by American stock exchanges.
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