How do I transfer my account from another financial institution to National Bank Direct Brokerage? 

You have several options for transferring your assets from another financial institution or direct broker:  

• Via the Message centre
• By phone: If the transferring institution allows it, contact our team at 1-800-363-3511. 

For the options below, fill out the appropriate transfer form, either T2033 or 30052, and send them to our team, along with a copy of your most recent portfolio statement:

• By email to directbrokerage@nbc.ca   
• By mail 

Transfer times may vary depending on the investments transferred and the transferring financial institution.  

Visit the Transfer to NBDB page, which will guide you through the steps involved in transferring your assets.