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How do I create alerts on the online brokerage platform or NBC Wealth app to get notified when there’s a change in a securities’ price? 

You can create alerts from the online brokerage platform.   

Follow the steps below or view our tutorial "How do I create an alert?"   

  1. Sign in to your online brokerage platform
  2. In the top right corner of the screen, select Toolbox from the dropdown menu, then click Alerts
  3. Enter the security’s symbol or company name, if it's a stock or exchange-traded fund, and then enter the desired values   
  4. Confirm the email address and click Create

From 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. Click More, then, under the Alerts section, click Manage my alerts   
  4. Click Add an alert
  5. Enter the security’s symbol or name  
  6. Select the alert type from the dropdown menu and enter the desired values
  7. Confirm your email address and click Create alert

Welcome to our video on how to set alerts on stocks and ETFs using the National Bank Direct Brokerage platform. Our alert tool is perfect for monitoring stocks and ETFs you are following or that are held in your portfolio without the need to be constantly checking your watch list or account holdings.

Let’s get started. Once you’ve logged into your brokerage account in order to create an alert for your stock or ETF you need to be in the quotes section of our platform. This can be done by clicking on the Get a quote icon located in the upper right-hand corner of the screen and then you would type in the symbol and once you click on it, you are now in the detailed quotes section.

On the right-hand side you can see Create Alerts with the bell icon and by clicking on it, a new panel will appear with your stock already indicated. You are now in our Alerts section and you have three types of alerts that you can set and each one allows you to choose a direction of the position either increasing or decreasing.

You can choose a specific target price and be notified once that price has been attained. You can specify a day’s change in percentage in order to be advised of big daily movements. Lastly, you have the percentage change from the 52-week range which is a type of alert triggered when the price exceeds the high of the past two weeks or drops below the low of the past few weeks in percentage terms.

Now let’s go back to our example. In our case, I’d like to be notified once the price is at or above $57. So I type in the number and before I click on Create remember to provide the email address that you wish to receive the notification from.

Then click on Create and the following message will appear confirming the details of the alert. If you click on close, the box will disappear and you’ll be back in the detailed quotes section. And by clicking on Continue, you’ll be redirected to the View my Alerts section where you can see your alert shown here and any other pending ones.

For your information, once the criteria of the alert has been triggered and the email sent, the alert will disappear from this section. Now let’s return to the previous section. There is also a second path that you can use to reach the alerts section which is to click on the Toolbox shown here.

From the drop-down menu that appears click on Alerts and you’re now back in the panel ready to type in your symbol and create an alert or you can choose the View existing alerts as well. As you can see this is a useful tool to help you keep an eye on stocks and ETFs that you hold or follow. This concludes our video on how to create alerts.