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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 to your online brokerage platform
  2. Click the Transfer icon at the top of the page
  3. Select the originating account from the dropdown menu
  4. Choose the destination account from the dropdown 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  Transfer review to review the transaction

You can also view the status of your transfer by clicking Current transfers under the Activities tab. 

You can also transfer funds using 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. Make sure you already set up single sign-on user ID
  4. Click the blue arrows at the bottom of the screen, then click Transfer
  5. Choose the type of transfer you want to make
  6. You can request your transfer in table mode or in natural language mode, by selecting Assisted mode (which allows you to complete a sentence with your account and amounts, rather than filling in the form)
  7. Choose the source and destination accounts
  8. Enter the amount, then click Continue
  9. 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.