Help centre
Which products cannot be transferred to National Bank Direct Brokerage?
Here are some examples of products that are not transferable to NBDB:
- Segregated Funds
- Certain mutual funds not distributed by NBDB or accepted for transfer. Some can be accepted, with or without fees. Consult the complete list of funds accepted.
- Private investments
- Futures contracts
- Some Guaranteed Investment Certificates (GICs)
To check whether a product is transferable, contact our team via the Message centre or by telephone at 1-800-363-3511.
Related questions
-
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. -
How do I convert a share certificate into a Direct Registration Notice (DRS)? Visit your transfer agent's website to learn how to convert a share certificate to DRS and deposit shares with National Bank Direct Brokerage.
Our virtual assistant is here to help
Chat with our virtual assistant 24/7 for answers to your questions.