Activate your NBDB account

Finish opening your account in just a few steps to start investing in the stock market.

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Photo of an investor activating his NBDB account on their computer
Photo of an investor activating his NBDB account on their computer

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

New NBDB client?

Personal account: Here’s how you can set up your user ID and password from our website:

  • Click Sign in, then click Trade online on the platform.
  • At the bottom of the sign in page, click Create your secure access and follow the instructions.

Joint, business, or legal entity account: Call 1-800-363-3511 (option 4-1) to get your user ID.

Already a NBDB client?

New account associated with an existing root*: Your new account will automatically appear in your profile.

 

Account on a new root, joint account, business account, legal entity account: call 1-800-363-3511 (option 4-1) to add it to your profile.

 

*The account root is the first 6 characters of the account number. It identifies the main account and allows you to group several sub-accounts together to simplify their management.

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

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

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 accountTransfer form
Cash or margin account30052
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)