Help centre
How the platform works
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Can I access all of my brokerage accounts with the same username? Learn how to access all your brokerage accounts in our online brokerage platform with one username. -
Can I create custom lists to track several securities at once? Track investments on our online brokerage platform and direct brokerage app. Create and manage watchlists now. -
How can I check the status of an order on the online brokerage platform or app? See how to check the order status on our online brokerage platform or direct brokerage app. -
How do I access the online direct brokerage platform? Learn how to easily access the National Bank Direct Brokerage trading platform to start investing today. -
How do I activate sign-in with biometrics on the direct brokerage app? Learn how to set up sign-in with biometrics on your direct brokerage app. -
How do I carry out a trade on the online brokerage platform? Learn more about the different ways to trade in NBDB's online brokerage platform and the NBC Wealth mobile app. -
How do I create alerts on the National Bank Direct Brokerage platform or app to get notified when there’s a change in a securities’ price? Learn how to create an alert on the online brokerage platform or direct brokerage app to be notified when a security's price changes. -
How do I download and install the direct brokerage app? See how you can download and install the direct brokerage app for iPhone, iPad, Mac OS or Android devices. -
How do I set my username and password? Discover how to set up your username and password on National Bank's online brokerage platform. Follow our steps to start trading today. -
How do I sign in to the direct brokerage app? Learn how to easily sign in to the direct brokerage app, either with a username and password, or using biometrics. -
How do I transfer funds to National Bank Direct Brokerage? See the steps to transfer funds to National Bank Direct Brokerage from another financial institution. -
How many securities can I add per watchlist? Maximize your watchlists with 10 securities per list. Learn how to add stocks to your watchlists on our online brokerage platform or direct brokerage app. -
How many stock watchlists can I create at the same time? Create up to 10 watchlists on our online brokerage platform or direct brokerage app. Learn how to add, delete, and modify lists. -
I don't have access to a computer. How do I trade or place an order? Learn how to trade or place an order without a computer by using your tablet or smartphone instead. -
What do I do if I don't have the information to determine the book value? Contact us through our Message centre or by phone. We'll search for and send the documents to you, subject to fees. -
What investment products can I trade online without having to call the National Bank Direct Brokerage team? Trade equities, ETFs, options, and investment funds online or via the direct brokerage app. GICs, linked notes, and savings bonds require phone calls. -
What is the Morning Brief newsletter and how do I subscribe? Get a quick overview of Canadian and U.S. equities, economic calendar, and expected corporate results with the Morning Brief newsletter. -
Which products cannot be transferred to National Bank Direct Brokerage? See which products are non-transferable: Segregated Funds, Private Investments, Futures Contracts, and certain GICs.
Learn how to use our platform
Our tutorials offer in-depth information to help you navigate and trade using our online brokerage platform.
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Chat with our virtual assistant 24/7 for answers to your questions.