Help centre
How do I open an investment account?
Here’s how to open an investment account from your web browser:
- Sign in to your online bank.
- Click Products and services in the left menu, then select Saving and investments.
- Select which investment plan is best for you.
- Follow the instructions.
Need help? Make an appointment with one of our experts either in-person or by phone.
Learn more about our investment solutions and read our tips.
Related questions
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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 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? -
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. -
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. -
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.
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