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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 private
telephone line
   
Ability to communicate by email with your account manager    
Access to a team of senior representatives via a priority line    
  Tarification
Stock commissions $6.95 2 $6.95 3
Canadian and American Exchange-Traded Funds (ETF) commissions  4 $0 $0
Option commissions $6.95 + $1.25 /
contract 2
$1.25 / contract 
($8.20 Minimum) 5
Exchange-traded debentures commissions (flat fee)  5    
Access to Active Investors pricing (if you
execute more than 100 trades per quarter) 6
   
Discount on commissions for equity and option
trades carried out with a representative
10%  20%
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    
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 platforms 7    
  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.

1-866-221-9358

The fine print

Notes

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

2. Link a National Bank bank account to your brokerage account to benefit from preferential pricing. To be eligible, transactions must be made through our electronic solutions and you must also receive all your documents by electronic delivery.

3. Trades must go through our electronic solutions. You must also sign up to receive all your documents electronically.

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

Commission-free ETF trades are not counted when calculating:

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

Management and other fees may apply to ETF investments. Please read the prospectus before making an investment. ETFs are not guaranteed, their values change frequently and past performance may not be repeated.

5. Trades must go through our electronic solutions. 

6. To benefit from active investor pricing, one hundred (100) or more transactions in shares, ETFs or commission options must have been made under the same account root in the previous three (3) months (quarter). You must also receive all your documents by electronic delivery. When these criteria are met, the active investor rate is effective on the first business day of the following month. This criterion must be met on the 1st day of each month to continue to benefit from the commission schedule for active investors. This pricing does not apply to transactions made through a representative, although they are considered in calculating the number of transactions made in the same quarter. Legal entity accounts are eligible for active investor pricing but cannot be combined with an individual account for transaction calculation purposes.

7. After assessment of trading activity.