Help centre
Use the search bar to write keywords without giving out any of your personal information.
Fund and asset transfers
-
Are there any fees to transfer my account to National Bank Direct Brokerage? Transfer to National Bank Direct Brokerage without fees! Visit our page for details. -
Can I make transfers between my RRSP or TFSA to my FHSA? Want to know if you can transfer funds from your TFSA or RRSP to your FHSA with our platform? Our Help Centre has all the answers you need. -
Can I withdraw money from my TFSA or any other account via the online brokerage platform? See how to withdraw money from your TFSA or any other account through our online brokerage platform or direct brokerage app. -
How can I speed up the transfer of my account from another institution or broker to National Bank Direct Brokerage? Speed up your account transfer to National Bank Direct Brokerage. Avoid delays and ensure a smooth process with our helpful guide. -
How do I convert my Mastercard points into a TFSA or RRSP contribution at NBDB? See the steps to convert your Mastercard points into a TFSA or RRSP contribution at National Bank Direct Brokerage. -
How do I deposit a cheque into my National Bank Direct Brokerage account? See how to deposit cheques directly to your National Bank Direct Brokerage account. Cheques over equity will be frozen for 5-8 days. -
How do I link my bank account with my National Bank Direct Brokerage account? Find out here how to link your bank account with our Direct Brokerage platform to make money transfers to and from your account. -
How do I link my National Bank account or an external account to my NBDB profile? Discover how to link your bank account from another financial institution to your National Bank Direct Brokerage account. -
How do I transfer a share certificate into my online brokerage account? See how to transfer a share certificate to your online brokerage account. Learn how to convert to Direct Registration Notice and avoid fees. -
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 do I transfer my account from another financial institution to National Bank Direct Brokerage? Learn about the different options that allow you to transfer your assets from another financial institution to NBDB. -
How do I transfer securities from my CAD account to my USD account? See how to transfer securities from CAD to USD with our National Bank Direct Brokerage online platform and direct brokerage app. -
How long does it take for a money transfer to be added to my account? Learn more about money transfer deposit timelines from National Bank Direct Brokerage and other financial institutions. -
How long does it take to transfer assets? Learn about transfer times for National Bank Direct Brokerage. Delays may occur during peak periods or with missing documents. -
What does "A share certificate or direct registration notice (DRS) has recently been deposited into your account" mean? Deposit a share certificate and wait 5-10 business days for it to clear. Learn more about clearing times or contact us for assistance. -
What information is required to submit an account transfer request between institutions? See the information you need to provide to submit an account transfer request between institutions. -
What is a medallion signature guarantee? What do I do if the transfer agent asks me for the medallion signature guarantee? Learn how to obtain a medallion signature guarantee for a securities transfer. -
What types of fund transfers can I make using the online brokerage platform and app? Learn how to transfer funds, contribute to your retirement accounts and more with our online brokerage platform and direct brokerage app. -
Where can I find my banking information, i.e. my account, transit, and institution numbers? See how to identify your banking information on your personal cheques: transit, institution, and account numbers. -
Where can I find the National Bank Direct Brokerage asset transfer forms? Find asset transfer forms on our website. Submit requests through our Message centre or online brokerage platform. -
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. -
Will NBDB reimburse me for the transfer fees charged by the transferring institution? See eligibility for reimbursement for transfer fees. Learn more on our Transfer to NBDB page.
Learn how to use our platform
Our tutorials offer in-depth information to help you navigate and trade using our online brokerage platform.
Our virtual assistant is here to help
Chat with our virtual assistant 24/7 for answers to your questions.