National Bank Direct Brokerage (NBDB) is rolling out two new offers for active, high net-worth investors.
The Advantage Direct Brokerage and Private Direct Brokerage programs feature high-end services that meet the specific needs of certain independent investors.
Investors and their immediate family (spouse and children) must have at least $500,000 in assets held at NBDB, or carry out a minimum number of trades each year, to benefit from the Advantage Direct Brokerage services.
The Private Direct Brokerage program requires that investors and their immediate family must hold assets totalling at least $1,000,000 with NBDB.
Both services offer enhanced telephone access, various discounts off commissions and personalized account reporting.
The Advantage program offers investors support and guidance from NBDB’s most experienced representatives, while the private program offers a dedicated account manager.