How do I trade using My Investment Dashboard?

The different types of trades you make using the online brokerage platform can also be placed through the My Investment Dashboard tool.

To access My Investment Dashboard, you must create a single sign-on user ID. For more information or to learn how, visit our page Greater security with single sign-on user ID. If you’re not able to create a single sign-on user ID online, write to us through the secure Message Centre, we can help.

Once a single sign-on user ID is created:

1. Sign in to your online brokerage platform.
2. Click the M.I.D. icon at the top right of the screen.
3. Choose the security you want to buy, then click the trade icon at the top right of your screen.
4. Fill in the required fields.
5. Click Continue.
6. A verification window will then be displayed with the details of your transaction. Review the information and click Confirm.

The free version of My Investment Dashboard provides access to delayed quotes, but you can subscribe to get real-time dynamic quotes. Consult the pricing guide for fees, and contact us at 1-800-363-3511, options 4-2 to subscribe.

To learn more:

• Consult the guides and video clips available under the Tutorials menu.
• Visit our page My Investment Dashboard.

Good to know

• The tool is not available on the NBC Wealth mobile app.