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Distinctive services

Take it to the next level

Call one of our dedicated account managers for more information at 1-866-221-9358

Our premium service for self‑directed investors

Are you a self-directed investor with significant assets looking for a service tailored to your needs? Our Distinctive services are designed to streamline your investment management.

Why not invite your family to enjoy the same privileges?

Choose your made‑to‑measure offer

Direct Brokerage

Advantage Direct Brokerage

You have $500,000 or more in assets under the same account root1 at National Bank Direct Brokerage and carry out 10 or more trades per year2

OR

You carry out 300 or more trades per year2

Direct Brokerage

Private Direct Brokerage

You have $1,000,000 or more in assets under the same account root1 at National Bank Direct Brokerage

AND

You carry out 10 or more trades per year2

Your exclusive benefits and special rates

  Advantage Direct Brokerage Private Direct Brokerage
  Services
Dedicated Account Manager and access to a direct
telephone line
   
Ability to communicate by email with your account manager    
Access to a team of senior representatives via a  priority line    
  Tarification
$0 commission on Canadian and American
Exchange-Traded Funds (ETF) 3
   
Option fees 2 $6.95 $ + $1.25 /
contract
$1.25 / contract
$8.20 Minimum
$9.95 for each trade on equities and
exchange-traded debentures (flat fee) 2
   
Attractive interest rate on credit cash balances    
Attractive interest rate on U.S. credit balances    
Attractive interest rate on Canadian and U.S. debit balances    
Access to Active Investors pricing (if you
execute more than 30 trades per quarter)2
   
Discount on commissions for equity and option
trades carried out with a representative
10%  20%
No annual administration fees    
Reimbursement of transfer fees ($135 + taxes)    
No fees for lump-sum withdrawals from a RRSP,
RRIF, LIRA
   
Free duplicates for a third party    
Donation of shares – Free transfers between
family members
   
Free access to Market-Q or Decision-Plus
platforms4
   
  Communications and reports
Direct communication with third parties
designated by you (e.g., your accountant)
   
Free personalized reports:
  • Gains and losses
  • Interest income
  • Foreign equities
   
  Other services
Management of debit balances (Upon request)    
Follow-ups for renewing investments about to
mature
   
Access to a wide range of GIC issuers    
Exclusive seminars    

 

For all other fees, the Commission and General Fee Schedule applies.

Speak with an agent to learn more.

1-800-221-9358

The fine print

Notes

1. An account root refers to all the accounts held by a client whose first six digits are identical.

2. Through our electronic solutions. Clients must also sign up to receive all their documents electronically.

3. Trades must involve 100 or more units of exchange-traded funds and must be carried out through our electronic solutions. Clients must also sign up to receive all their documents electronically.

4. After assessment of trading activity.

Commissions on exchange-traded funds (ETFs)

*The "Zero Commission on ETFs" promotion has been in effect since September 1, 2016 for the Canadian market and since August 31, 2017 for the U.S. market. Trades must involve 100 or more units of exchange-traded funds and must be carried out through our electronic solutions. Clients must also sign up to receive all their documents electronically.

Commission-free ETF trades are not counted when calculating:

  • Free access to trading platforms
  • Active Investor pricing
  • Annual administrative fees