How do I sign up for the online trading platform?
How do I sign agreements online?
Enter your full name. This replaces your handwritten signature and has the same legal standing.
How can I view agreements in French?
A link to the French version of each agreement is available below the introductory paragraph.
What are the username and password requirements?
I entered my login details, but nothing happened. What can I do?
For the past few days, I've been getting a message stating that the site is unavailable. What should I do?
Can I access all my brokerage accounts (joint accounts, company accounts, trust accounts, etc.) in the same place?
I've signed in, but I can't see all my accounts. What do I do?
How can I confirm that I've logged out securely?
When you log out, the following message will be displayed:
How do I set up alerts?
Simply sign into your account and click on Tools, then Alerts.
What are the requirements to be considered a securities professional?
You are considered a securities professional if:
What's the Dow Jones Morning Briefing? How do I sign up?
The Dow Jones Morning Briefing is a daily newsletter produced by the Dow Jones team of analysts exclusively for NBDB clients. It will keep you up to date on market trends and in touch with the latest developments.
To consult it, sign into your brokerage account and click on Quotes & Markets, then Dow Jones Morning Briefing. You can also subscribe to receive the Dow Jones Morning Briefing by email. The link is accessible below the newsletter.
What investment products can I trade online without calling a representative?
The following products are available online:
To trade the following products, you will have to call a representative:
What investment products can I trade with NBDB?
Diversify your portfolio with our wide range of investment products: stocks, bonds, exchange-traded funds (ETFs), mutual funds and fixed-income securities.
All these products can be traded online. Learn more about our products.
How do I check the status of an order online?
You can check the status of your orders by signing in to the platform and clicking on Transactions – Current Orders and Instructions.
When I try to trade options, I get an error message. How can I add options trading to my NBDB account?
I got an error message saying that I cannot trade Pink Sheet stocks. What does that mean?
Over-the-counter markets are subject to different rules than traditional stock markets and so you can only place limit orders. This means you must specify the maximum or minimum price at which you are willing to buy or sell.
When do North American stock markets open and close?
North American stock markets (TSX, TSXV, NYSE, NASDAQ) are open from 9:30 a.m. to 4:00 p.m. (ET). However, we offer extended trading hours which vary depending on the type of investment.
Do you charge trading fees?
Yes. Fees may apply depending on the type of transaction. Note that commissions are also charged for certain trades, including stocks, exchange-traded funds, options and some mutual funds. Visit our Pricing section for more information on applicable fees.
I don't have a computer. How can I place an order?
You have two options:
For more information, consult the Pricing section
What is the book value?
The book value is the amount you invested in a security, including the commission charged for the purchase. It corresponds to the total number of shares held multiplied by their average unit cost.
You can check the book value of your holdings on your portfolio statement or via the online platform.
Can I use the book value for tax purposes?
The book value we provide is intended for information purposes only. You can use trade confirmations, portfolio statements and transaction summaries for tax purposes, but you must ensure that all information presented is accurate.
What happens if the book value is unknown?
In such cases, the book value can be determined by the market value. This can happen when assets are transferred from another financial institution.
Where can I find the information and documents I need to determine the book value?
This information can be found on your trade confirmations and portfolio statement, as well as on the transaction summary you receive at the start of each year for the previous tax year.
What happens if I don't have the information and documents I need to determine the book value?
Contact customer service. They can do some research and send you the documents you need. An administrative fee will apply.
You should then complete the Book value adjustment form and return it to us by email or fax with supporting documents, if necessary.
Please note that, in the event of an asset transfer, we will enter the value provided by the delivering institution in your account. We cannot verify the accuracy of the book value provided. Learn more.
When is proof required to adjust the book value?
There is an error in the book value form I provided. How do I correct it?
If you notice an error, let us know as soon as possible.
What to do:
What book value should I enter if different prices were paid for the same security?
The book value is the average price paid for the security.
Why is the book value of my stock position unknowned?
If the book value is unknown, it will be calculated based on the market value. For various reasons, it may not be possible to calculate the market value. In such cases, the value will be displayed as N/A (not available).
Can I provide the book value when I deposit a stock certificate?
We entered the value provided by the delivering institution in your account. We cannot verify the accuracy of the book value provided.
I recently transferred my National Bank shares from my personal cash account to my joint cash account. Why doesn't my book value appear?
From a tax standpoint, this transaction is deemed to be a change in ownership, i.e., a disposal of assets. The transfer must be carried out at market value, which then becomes the book value in the new account.
Please consult an accountant about the tax consequences of the transaction.
I had 100 National Bank shares in my account, with a book value of $30. I deposited a certificate for 250 shares, and sold 150 shares the next day. Will the book value be adjusted?
The book value in your brokerage account is the average book value of the shares. In most cases, shares are deposited at the market value as at the deposit date. This means the book value will be the average of the 100 existing shares at $30 each and the 250 shares deposited at market value. In most cases, this will result in a book value that does not represent the actual book value.
Simply send us a duly completed and signed Book value adjustment form along with supporting documents and we will make the necessary adjustments