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How do I transfer funds to National Bank Direct Brokerage?   

To execute a fund transfer to your National Bank Direct Brokerage account, view our "How to transfer funds" tutorial or follow the steps below. 

  1. Sign in 
  2. Click on the Transfer icon at the top of the page.  
  3. Select the originating account from the drop-down menu. 
  4. Choose the destination account from the drop-down menu.  
  5. Enter the amount. 
  6. Be sure to select the correct currency, if applicable.  
  7. Select today or a specific date for the transfer. 
  8. Click on Transfer review to review the transaction.  

You can also view the status of your transfer under the Activities tab, Transfers in progress. 

You can also transfer funds using the direct brokerage mobile application.   

 

  1. Connect to the direct brokerage mobile application.  
  2. Click on the blue arrows in the center of the screen, then click on Transfer.  
  3. Choose the type of transfer.  
  4. You can request your transfer in table mode or in natural language mode, by choosing Assisted mode. This mode allows you to complete a sentence with your account and amounts, rather than filling in the form.  
  5. Choose the source and destination accounts.  
  6. Enter the amount, then click on Continue.   
  7. Review the summary, then click Confirm.  

 

  Note that only accounts authorized for a particular type of transfer are visible.  

  If the amount available is not sufficient to complete the fund transfer, an error message will be displayed after submitting the transfer request. 

For RDSPs, contact our team at 1-800-363-3511.

Welcome to our National Bank Direct Brokerage video on how to transfer funds into your brokerage account. Incoming or outgoing money transfers must be made from the transfer icon permanently located in the upper right corner of the screen. Click on the icon to proceed to the transfer funds screen.

 

Once here step 1 is to click on select account and choose the bank account that you wish to transfer funds from to your brokerage account. Please note the funds transfer needs to be in the same currency between both accounts.

 

Step 2, select the brokerage account where you want the funds deposited in for a non-registered account or make a contribution into your TFSA, RRSP or other registered account.

 

Step 3, type in the amount and click on review transfer. Then a second pop up will appear that will allow you to validate the request.

Please note, when the transfer is coming from an NBC bank account and is requested between 8 am and 4 pm on a business day, the funds will appear in your brokerage account almost instantly. For most other institutions, it can take up to three business days.

 

If no changes are needed, click on confirm. A new window will then pop up confirming that the request is processing. If there are any issues regarding the transfer request, you can consult the status by clicking the Activities heading and selecting Current Transfers from the dropdown menu.

Otherwise, if we click on Accounts and then Summary, we can see that the funds are in the account ready for you to invest. This concludes our video on how to transfer funds into your NBDB brokerage account.

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