Help centre
What documents are available on the online brokerage platform?
The online brokerage platform allows you to consult the following documents: portfolio statements, trade confirmations, tax slips, fund overviews, and communications.
Click the Documents tab in the online direct brokerage platform to find them.
For the time being, no documentation is available on the direct brokerage app.
Please note that your documents are archived and available online for seven years.
Related questions
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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. -
What documents are available on the online brokerage platform? View portfolio statements, trade confirmations, tax slips, fund overviews, and communications on our online brokerage platform. -
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. -
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.
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