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.

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