Fund and asset transfers

FAQs

• Where can I find the National Bank Direct Brokerage asset transfer forms?

  Find asset transfer forms on our website. Submit requests through our Message centre or online brokerage platform.

• What is a medallion signature guarantee? What do I do if the transfer agent asks me for the medallion signature guarantee?

  Learn how to obtain a medallion signature guarantee for a securities transfer.

• How can I speed up the transfer of my account from another institution or broker to National Bank Direct Brokerage?

  Speed up your account transfer to National Bank Direct Brokerage. Avoid delays and ensure a smooth process with our helpful guide.

• Can I withdraw money from my TFSA or any other account via the online brokerage platform or NBC Wealth app?

  See how to withdraw money from your TFSA or any other account through our online brokerage platform or NBC Wealth app.

• Which products cannot be transferred to National Bank Direct Brokerage?

  See which products are non-transferable: Segregated Funds, Private Investments, Futures Contracts, and certain GICs.

• How do I transfer my account from another financial institution to National Bank Direct Brokerage?

  Learn about the different options that allow you to transfer your assets from another financial institution to NBDB.

• How do I transfer funds to National Bank Direct Brokerage?

  Find out how to link your bank account with our online brokerage platform to make money transfers to and from your account.

• How does the Direct Registration Notice (DRS) System work?

  Discover all there is to know about our Direct Registration Notice (DRS) System and how to submit one.

• How do I transfer a share certificate into my online brokerage account?

  See how to transfer a share certificate to your online brokerage account. Learn how to convert to Direct Registration Notice and avoid fees.

• Can I transfer money from my RRSP or TFSA to my FHSA?

  Want to know if you can transfer funds from your TFSA or RRSP to your FHSA with our platform? Our Help Centre has all the answers you need.

• How do I transfer securities from my CAD account to my USD account?

  See how to transfer securities from CAD to USD with our National Bank Direct Brokerage online platform and NBC Wealth app.

• What information is required to submit an account transfer request between institutions?

  See the information you need to provide to submit an account transfer request between institutions.

• How long does it take to transfer assets?

  Learn about transfer times for National Bank Direct Brokerage. Delays may occur during peak periods or with missing documents.

• Are there any fees to transfer my account to National Bank Direct Brokerage?

  Transfer to National Bank Direct Brokerage without fees! Visit our page for details.

• Where can I find my banking information, i.e. my account, transit, and institution numbers?

  See how to identify your banking information on your personal cheques: transit, institution, and account numbers.

• Will NBDB reimburse me for the transfer fees charged by the transferring institution?

  See eligibility for reimbursement for transfer fees. Learn more on our Transfer to NBDB page.