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Simplified account transfers
Transferring an account from another financial institution to National Bank Direct Brokerage has never been so easy.
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To transfer assets to an existing National Bank Direct Brokerage account:
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Complete and print the required transfer form. |
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Attach a copy of your most recent account statement from the other institution. |
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Mail both documents to us. |
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To transfer assets to a new National Bank Direct Brokerage account:
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Open an account online. |
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Select "Account transfer" in response to the question "How would you like to make deposits into your new account?" |
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Print the form and mail it to us, together with your most recent account statement from the other institution. |
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