Help centre
Investment products (Funds, GICs, etc.)
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Can I buy a GIC from my online bank if I don’t have a National Bank investment account? Learn how to open an investment account from your online bank to buy a GIC. -
From which types of NBI accounts can I sell investment funds from my online bank? The sale of funds is permitted from the following accounts in your online banking: non-registered and TFSA accounts. -
GICs for international students: what happens to my money if my trip is compromised? Have you applied for a GIC for international students, but your trip has been compromised and you may not make it to Canada? -
How can I buy a GIC as an international student? Learn how to get a GIC for international students with National Bank of Canada to participate in the Student Direct Stream program. -
How do I buy a GIC in a non-registered account from my online bank? Learn how to buy a GIC in a non-registered account from my online bank. -
How do I buy mutual funds from an NBI account? Learn how to buy NBI mutual funds from your online bank. -
How do I buy shares on the stock market? Looking to manage your own portfolio? National Bank Direct Brokerage offers simple, innovative online brokerage tools for independent investors. Would you rather work with an advisor? -
How do I manage my investment account online? Manage your investment account online from your online bank or the National Bank app. -
How do I open an investment account? Have a project in mind? Learn how to open an investment account online and make your dream a reality. -
How do I renew my GIC if it’s maturing soon? To renew a GIC, contact your advisor to receive personalized support or make an appointment with an advisor. -
How do I sell mutual funds from an NBI account from my online bank? Learn how to sell NBI mutual funds from your online bank. -
How do I set up a periodic purchase to my NBI account? Learn how to schedule periodic purchases for your investment account from your online bank. -
How do I switch mutual funds from an NBI account? Learn how to switch NBI mutual funds from your online bank. -
How do I withdraw funds from my GIC? To withdraw funds, write to us using this secure form or fill out the form on the Help and Contact page in the left menu of your online bank. -
I'm looking to invest more than $250,000. What services can you offer me? If you have significant personal wealth, NBI Private Wealth Management or Private Banking 1859 are good options. -
What's the difference between NBI Portfolios and NBI Funds? Learn the differences between an NBI portfolio and NBI Fund. -
What do you get with our enhanced investing experience? Learn more about our enhanced investing experience. Manage your investments online with our simple and easy-to-use platform. -
What is a T5 tax slip? The T5 slip is a Canadian tax document issued by your financial institution to report your investment income from non-registered accounts. -
What type of income do NBI Funds generate? The money invested in an NBI Fund is invested by experts in a variety of securities, such as stocks, bonds and money market instruments, depending on the fund's investment policy. These investments can generate dividends, interest income or capital gains. -
When will I receive my annual reports and my portfolio statements? Annual reports are issued on December 31 each year. Your portfolio statements are issued quarterly, i.e., every three months. -
When will I receive my tax slips? Find out when your tax slips are due for the tax season. -
Who manages NBI Portfolios and NBI Funds? National Bank Investments is the leading bank-affiliated asset manager in Canada. We do business exclusively with external portfolio managers selected to meet our standards of excellence. You'll benefit from the expertise of some of the world's top portfolio managers, whose performance is rigorously evaluated. -
Why are my fixed income investments fluctuating? The impact of global inflation can cause your fixed income investments (bonds) to fluctuate. Find out why. -
Why are my investments fluctuating so much? Your investment strategy could be affected by inflation and is causing your assets to fluctuate. Learn why. -
Why should I choose NBI Private Wealth Management? NBI Private Wealth Management is a premium discretionary portfolio management service. You can count on our team of professionals to make informed decisions so you and your family can enjoy peace of mind.
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