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.