Advantages to transfer your assets to NBDB

Get an overview of all your assets and simplify how you manage your investments.

Transfer your assets without having to sell them.

How to transfer your assets?

To transfer your assets to NBDB, you must have an account. If you don't have one yet, open an account. Then, you can make the transfer of your assets from an investment account.

 

  • Via the online brokerage platform: use the Secure Message Centre to initiate a transfer request. If your form is completed, you can send it to us as an attachment. 
  • Via phone: call our team at 1-800-363-3511. 
  • Via mail: send the transfer form to the attention of National Bank Direct Brokerage at 800 Saint-Jacques Street, Suite 16281, Montreal (Quebec) H3C 1A3. 


You can keep trading all through the transfer process. Access to your present brokerage accounts will only be limited for the last 24 to 48 hours of the transfer (transfer times may vary depending on the delivering institution). If your assets are held with a transfer agent (e.g., Solium, Computershare, AST, etc.), please refer to the procedure.

We will reimburse your transfer fees up to $150

Transfer $20,000 or more into an account at National Bank Direct Brokerage and we will reimburse the transfer fees up to $150 plus taxes (reimbursement made one week after the transfer).  

 

For terms and conditions, contact one of our agents at 1-800-363‑3511. 

 

Transfer times may vary depending on the delivering institution and the investments being transferred.

 

N.B.: Time periods are approximate. During peak periods, transfers can take longer than expected to be completed. Missing or incomplete documents can also cause delays.

 

Transfers via ATON users

 

The ATON system, used by several brokers, enables transfers to be carried out electronically. Contact one of our representatives at 514-866-6755 or toll free at
1-800-363-3511 for the list of participating institutions.

 

Here are time estimates for assets to be received, in business days, from the time a request is initiated: 

Canadian securities and options U.S. securities and options Mutual funds Foreign securities and OTC market securities Guaranteed Investment Certificates
10 days 10 days 15-20 days 20 days 20-30 days

Transfers via non-ATON users

 

Transfers coming from institutions that do not participate in the ATON system must be processed manually. This represents about 60% of requests.

 

The estimated timelines for receiving assets (once the transfer request is sent to the delivering institution or a GIC expires) are as follows:  

Banks / Caisses populaires Mutual fund companies Trusts / Insurance companies Employers / Pension funds / Government agencies
10-20 days 10-20 days 10-20 days 20-40 days

Account Transfer form
Cash or margin account (Reference Guide [PDF]) 30052 [PDF]
Registered account (RRSP, RRIF, LIRA, LRSP, RLSP, LIF, LRIF, RLIF) (Reference Guide [PDF])

T2033 [PDF]
or

T2151 [PDF] if transfer of LIRA or RLSP

from an employer
Tax-Free Savings Account (TFSA) T2033 [PDF]
Registered Education Savings Plan (RESP)

SDE0100 [PDF] 
+
TP-1029.8.IQ [PDF]

(if transfer of QESI)

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