Take the next step in your journey as an independent investor with our Advantage and Private Direct Brokerage offers
Call one of our dedicated account managers for more information at 1-866-221-9358
Eligibility criteria1:
Have $500,000 or more in assets under the same account root2 at National Bank Direct Brokerage
You’ll get:
Access to a team of experienced representatives via a priority phone line
Options for preferred interest rates
Personalized reports at no cost
To share these benefits with a family member who lives at the same address
And more
Eligibility criteria:
By invitation only (high business volume)
You’ll get:
A dedicated account manager and access to a direct phone line
The ability to communicate with your account manager by email
Options for preferred interest rates
To share these benefits with a family member (regardless of the address)
And more
Advantage Direct Brokerage
Services
Access to a team of experienced representatives via a priority phone line
x
A dedicated account manager and access to a direct phone line
x
The ability to communicate with your account manager by email
Pricing
10%
Discount on commission applicable to stocks and options transactions made through a representative
x
Preferred interest rate on Canadian credit balances
Preferred interest rate on Canadian and U.S. debit balances
No annual administration fee
Reimbursement on account transfer fees from another institution ($150 + tax)
No charge for lump sum RRSP, RRIF and LIF withdrawals
x
Gift of securities - free transfers between family members
Reports and communication
Personalized reports at no cost
Other services
Access to a wide range of GIC issuers
x
Exclusive seminars
Private Direct Brokerage
Services
x
Access to a team of experienced representatives via a priority phone line
A dedicated account manager and access to a direct phone line
The ability to communicate with your account manager by email
Pricing
20%
Discount on commission applicable to stocks and options transactions made through a representative
Preferred interest rate on Canadian credit balances
Preferred interest rate on Canadian and U.S. debit balances
No annual administration fee
Reimbursement on account transfer fees from another institution ($150 + tax)
No charge for lump sum RRSP, RRIF and LIF withdrawals
Gift of securities - free transfers between family members
Reports and communication
Personalized reports at no cost
Other services
Access to a wide range of GIC issuers
Exclusive seminars
Why pay when it’s free? 3
For all other fees, the Commission and General
Fee Schedule applies.
Our personalized direct brokerage services give you access to our preferred borrowing rates.
| Debit amounts | Advantage | Private |
|---|---|---|
| CAD | ||
| $0 -$9 999 CAD | 6.75 % | 6.75 % |
| $10 000 – $99 999 CAD | 6.75 % | 6.25 % |
| $100 000 CAD or more | 6.60 % | 5.75 % |
| USD | ||
| $0 - $9 999 USD | 9.25 % | 9.25 % |
| $10 000 – $99 999 USD | 9.25 % | 8.75 % |
| $100 000 USD or more | 9.10 % | 8.50 % |
Here are our current rates if your account has a credit balance (not invested).
| For all account types | Advantage | Private |
|---|---|---|
| CAD | 0.00% | 0.00% |
| USD | 0.00% | 0.00% |
An interest rate consistent with that indicated below will be applied to the debit balances of all accounts that have not obtained any authorization to borrow on the value of the investments held therein:
The interest rate paid on a credit balance or charged for a debit balance may change without notice.
The interest paid or billed is calculated on the daily balance of the credit or debit balance in your account, from the 16th day of the previous month to the 15th day of the current month, including that day.
For cash and registered accounts, the interest will only be credited or debited if the amount reaches $5.00. For margin accounts, however, it will be credited or debited starting at $0.01.
1. Our Advantage and Private Direct Brokerage services are offered by invitation only.
2. An account root refers to all the accounts held by a client whose first six digits are identical.
3. To be eligible, trades must be made through our electronic solutions.