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How do I open an investment account online?

Here’s how to open an investment account online: 

From the National Bank app: 

  1. Sign in to the National Bank app.  
  2. Click Menu at the bottom of the screen.  
  3. Click Products and services, followed by Investment account.   
  4. Click Open an investment account, then select the type of investment that interests you and follow the steps.  

Need more guidance? Watch our demo on how to open an account with a guaranteed investment return from your mobile app.

From the web version of your online bank:  

  1. Sign in to your online bank.   
  2. Click Products and services  in the left menu, then expand the Saving and investments section.   
  3. Click Select under the type of investment that interests you.  
  4. Then click Start an application and follow the steps.  

Need more guidance?

Watch our demo on how to open an account with a guaranteed investment return from your online bank.

Watch our demo on how to open an account with an investment return based on market performance from your online bank.

Once you’ve successfully opened your investment account, you’ll receive an on-screen confirmation.

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.

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