Activating your account

Activate your NBDB account and start investing

Achieve your financial goals by following these steps, starting with getting your user ID, linking your bank account, and building your portfolio.

1. Get your user ID and access the platform

Individual account

Whether you’re new to NBDB or already a client, your individual account is automatically available through your profile.

Visite our website.
Click Sign in, then click Trade online on the platform.
Enter the user ID (email address) and password you used to apply for your account online.

Joint, business, or legal entity account

Call our team at 1-800-363-3511 (option 4-1) to get your user ID.

Read the legal documentation.

2. Link your bank account and transfer funds

Link your bank account

Sign in to the direct brokerage platform on nbdb.ca, and use the secure Flinks app.

See how

Transfer funds

Once your bank account has been validated, you’ll be able to transfer funds from the account within 24-48 hours (business hours). For more information, consult our FAQ on how to transfer funds.

3. Build your portfolio

Select your investment products.
Take advantage of the tools offered on the platform to analyze potential trades and identify new opportunities.
By enrolling in the Fully-Paid Securities Lending Program, you could improve your portfolio's performance.
Consult in-depth financial analysis from National Bank Financial or Morningstar to help you see further.

Reimbursement on asset transfer fees

Transfer your assets without selling your securities and receive a refund of up to $150 in fees from your ceding institution.

Learn more

Take charge of your investments

A user-friendly platform

Our intuitive platform and tools offer you control and autonomy to easily manage your portfolio.

Explore the platform

Pricing to save on fees

In addition to the $0 commission fee on online stock and ETF trades, you could also save on annual fees.

Learn more about fees

Expand your investment knowledge

Hone your investing skills with our wide range of financial articles, webinars, and YouTube videos. Stay in the loop with the latest trends when you subscribe to our monthly newsletter.

Visit the Learning Centre

Find answers to your questions

Browse our help centre to view some frequently asked questions. You can also chat with our virtual assistant or connect with one of our experts via the Secure Message Centre or by phone.

Visit the help centre

The fine print

Our Commitment, Your Responsibilities

Relationship Disclosure Information

How to make a complaint (CIRO)

How CIRO protects investors

Information statement on strip bonds and strip bond packages (CIRO)

Canadian Investor Protection Fund (CIPF)

Commission and General Fee Schedule

View applicable service agreements by account

To transfer investments to NBDB:

Complete and print the appropriate transfer form, then send it to us.
Include a photocopy of the latest portfolio statement of the account to be transferred.

Type of account	Transfer form
Cash or margin account	30052
Registered plan (RRSP, RRIF, LIRA, LRSP, RLSP, LIF, locked-in RIF, RLIF)	T2033 Checklist Or T2151 when transferring to a LIRA or LRSP from an employer pension plan
Tax-Free Savings Account (TFSA)	T2033 Checklist
Registered Education Savings Plan (RESP)	SDE0100 + TP-1029.8.IQ (for QESI transfer)