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When will I receive my portfolio statements?  

In accordance with securities regulations, National Bank Direct Brokerage is required to provide a portfolio statement every month in which you have made a trade. If you have not traded, you will receive your portfolio statements on a quarterly basis (March, June, September, and December).  

To find the statements click on the Documents tab and then Portfolio statements on the online direct brokerage platform or click here. 

Note that it is also possible to access your documents and portfolio statements on the NBC Wealth app: 

  1. Sign in to the NBC Wealth app
  2. Choose  National Bank Direct Brokerage among the Wealth Management divisions listed in the dropdown menu. Your preferences will be saved next time you sign in.
  3. Make sure that you already set up single sign-on user ID
  4. Click More at the bottom of the screen, then click Portfolio statements