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The book value of my shares transferred to National Bank Direct Brokerage seems inaccurate. Why is this?
We enter the value provided in the account by the transferring institution, but we are unable to confirm the accuracy of the book value transmitted.
To rectify the situation, please follow the steps below:
- Complete, sign and return the Book Value Adjustment form (27740) by email to directbrokerage@nbc.ca or by mail.
- Attach copies of proof of change, if required. Eligible evidence includes trade confirmations, portfolio statements, and transaction summaries.
Please note that we absolutely must obtain the completed and signed acquisition value form in order to make the correction.
Keep your original proofs. If you send us original documents by mail, they will not be returned to you.
Related questions
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Are there any fees to trade on the online brokerage platform or app? See our fees for trading on our National Bank Direct Brokerage platform or direct brokerage app. -
Can I provide my book value when depositing a share certificate? You can adjust the share certificate book value by filling out form 27740 and sending it to us by mail or email. -
Can I trade a U.S. stock in a Canadian account or vice versa? Trade American and Canadian stocks on our National Bank Direct Brokerage platform. Consult our Pricing page for current rates. -
Can I trade cryptocurrencies (e.g. Bitcoin) on the online brokerage platform or app? Discover if you can trade cryptocurrencies on our platform. Learn more in our cryptocurrencies section. -
Can I use the book value for tax purposes? See how to access your tax information with a T5008 statement and other tax documents.
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