Tag: National Bank Direct Brokerage

National Bank Direct Brokerage

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On Demand Webinar & Seminar Videos

seminar webinar

Below is a list of “on demand” educational seminars and webinars from a variety of Canadian discount brokerages on a variety of investing-related topics.  To access them, simply click on the video links.  As this list will be constantly reviewed and updated, check back for more links/videos.

Title Category Length Company Host url Description Registration Required
Investing Ideas: Research Tips for Dividend Investors Dividends 0:06 TD Waterhouse Bob Gorman video link Learn why investors use dividend-paying stock strategies in their portfolios during low interest rate environments. And, see how Do-It-Yourself (DIY) investors use the Screener tool in WebBroker Markets & Research to find the right dividend-paying stocks. N
Discover Exchange-Traded Funds Exchange-Traded Funds n/a National Bank Direct Brokerage Daniel Trempe video link This webinar will introduce the main fund families, their unique characteristics and advantages N
Turning Equity Volatility into Yield Exchange-Traded Funds 0:52 Scotia iTrade Horizons ETFs video link Discover how to implement alternative strategies to reduce downside risk in a portfolio while generating attractive monthly income with Horizons Actively Managed enhanced income solutions. This innovative approach provides investors with reduced cost and increased tax
Portfolio Drivers: Investing in Gold, Natural Gas & Other Broad Commodities Exchange-Traded Funds 0:53 Scotia iTrade iShares video link We introduce investors to the options, benefits and reasoning behind commodity investing. Discussion topics will include how to access commodities through different vehicles as well as the structural intricacies behind each method. This includes direct investing through the physical commodities, accessing contracts and equities.
Converting Market Volatility Into Income Using ETFs Exchange-Traded Funds 0:32 Scotia iTrade Horizons ETFs video link Currently we see a great deal of volatility in the markets. Join us to learn how to effectively use Exchange Traded Funds to turn market ups and downs into income.
Income Investing Using ETFs Exchange-Traded Funds 0:34 Scotia iTrade Horizons ETFs video link There has been a great deal of growth in the ETF market recently allowing individual investors a great deal of choice when tracking a particular market. Did you know that ETFs can also be used to effectively generate income? Join us to learn about ways to use ETFs to produce an income stream within your portfolio.
Bonds, The Better Investment Fixed Income 0:57 Scotia iTrade Scotia iTrade video link There’s misconceptions around bonds – investors are often unsure of how they work. Joey Mack will provide some surprising facts about bond market returns, and provide guidance over how investors can participate in the top performing asset classes in Canada.
Educational Summit Investing 1:55 Scotia iTrade Scotia iTrade video link Featuring presentations by recognized industry speakers, AJ Monte of The Market Guys who will discuss Managing Risk in today’s markets and Marcus Schlechta of iShares who will discuss how ETFs can help support your investing objectives.
Take advantage of margin accounts Margin 0:34 National Bank Direct Brokerage Daniel Bonilla video link This webinar is an introduction of the characteristics and function, as well as the advantages, of margin accounts. N
Contract Selection Options 0:58 Scotia iTrade The Montreal Exchange video link Find out which option contracts are best suited to meet your specific objectives and how you can apply some simple rules to make contract selection easier.
The Power of the Put Option Options 1:00 Scotia iTrade AJ Monte of The Market Guys video link AJ Monte of The Market Guys will cover key strategies you can implement when markets take a downturn which will appeal to both traders and investors at all skill levels.
Investing Ideas: Investing with Covered Calls Options 0:05 TD Waterhouse Dino Bourdos video link Learn more about the covered call options strategy as our TD Expert highlights some basic risk and rewards involved in the strategy and why investors may consider using it in a low interest rate environment. Also, see how Do-It-Yourself (DIY) investors use WebBroker to implement a covered call strategy. N
Five mistakes that options traders make Options n/a Questrade InvestView video link Options can be a good strategy for leveraging your portfolio. However, many new options traders (and, frankly, many seasoned options traders) make the same mistakes over and again. Sign up for this webinar to learn how to avoid the five most common mistakes:
Advanced Options Strategies: Straddles & Strangles Options 0:57 Scotia iTrade The Montreal Exchange video link The purchase of a call and a put simultaneously on the same underlying security allows the investor to take advantage of a volatile move in share price in either direction. Learn which market conditions favour this strategy, what types of stocks to look for and which strike prices and expiration months are
How to Manage Risk in Volatile Markets Risk Management 0:54 Scotia iTrade AJ Monte of The Market Guys video link Join The Market Guys as they describe strategies you can use to limit the downside risk while protecting profits in your stock portfolio.
The Science of Setting Stops Risk Management 0:59 Scotia iTrade AJ Monte of The Market Guys video link Come prepared to join The Market Guys for a REAL-TIME stock charting session where you are invited to provide your own stock symbols for analysis.
How to Manage Risk Using the 1% Rule Risk Management 0:58 Scotia iTrade AJ Monte of The Market Guys video link Join us as Rick and A.J. talk about protecting your downside in these volatile markets
Profit from Knowing the Best Times to Trade Risk Management 0:46 Scotia iTrade CyberTradingUniversity.com video link Many professional traders pick & choose their spots to trade because they know what periods of the day are most likely to lead to profits. Let Fausto teach you the “rhythms” of the market from his decades of experience.
The 10 Most Frequent Mistakes Traders/Investors Make Risk Management 1:00 Scotia iTrade AJ Monte of The Market Guys video link Join AJ Monte of The Market Guy as he covers the major repetitive errors made by traders and investors alike and how to avoid them in your own portfolio.
The Market Guys Risk Management Strategies for Traders Risk Management 1:00 Scotia iTrade AJ Monte of The Market Guys video link We kick off the first of 3 Risk Management sessions this month with one of the top teachers in the industry. Join us to learn how to protect your stock and ETF positions using various methods. Presented by AJ Monte of The Market Guys.
Stay Out of Market Maker Traps – and Watch Your Profits Grow Risk Management 0:48 Scotia iTrade AJ Monte of The Market Guys video link Learn about common market maker set-ups and how to identify traps from a distance & avoid them to enhance your profits. Presented by: Fausto Pugliese, Founder & President of Cyber Trading University.
Mechanics of a Short Sale Short Selling <10 min Interactive Brokers Interactive Brokers video link The Mechanics of a Short Sale is a tutorial that is designed to show you the inner workings of how a Short Sale works.
Short Selling Short Selling 0:33 National Bank Direct Brokerage Daniel Bonilla video link This webinar is an introduction of the characteristics and function, as well as the advantages, of short selling accounts N
Charts & Patterns (a picture is worth 1000 words) Strategy 0:58 Scotia iTrade AJ Monte of The Market Guys video link Join The Market Guys as they give you the tools you need to identify patterns and simplify charting.
Trading Strategies to Consider for 2012 Strategy 1:01 Scotia iTrade AJ Monte of The Market Guys video link It’s a new year with new beginnings and new challenges. What new ideas can you place in your trading and investing toolbox for 2012? Let AJ Monte explore some possibilities with you.
Combining Technical & Fundamental Analysis Strategy 0:53 Scotia iTrade AJ Monte of The Market Guys video link Far too many investors and traders make the mistake of preferring one method of stock analysis over the other. Join The Market Guys as they show you how and why you need to use both.
Benefit from investing in the U.S. Strategy 0:05 BMO Investorline video link N
Key Strategies for a Bear Market Strategy 1:00 Scotia iTrade AJ Monte of The Market Guys video link Have past market downturns made you shy away from investing? Does today’s market volatility have you scratching your head over what to do? Let AJ Monte show you how to position yourself in order to take advantage of a market downturn. This session will be followed by an open Q&A session on Aug. 20th where you can volunteer stocks for analysis.
Picking Profitable Stocks in Volatile Markets Strategy 1:01 Scotia iTrade AJ Monte of The Market Guys video link Does volatility scare you as as investor? Wish you could understand how trends can influence the future possible direction of the markets? Join AJ Monte as he shows you how to make volatility your best friend in the markets by teaching you how to “Follow The Money”.
Bollinger Bands Technical Analysis n/a Questrade InvestView video link Bollinger bands are a powerful indicator for measuring volatility, which is essentially price movement. Register for InvestView?s Bollinger bands webinar and learn how to effectively use this important tool in your technical analyses.
Introduction to Technical Analysis Technical Analysis 0:25 Interactive Brokers Interactive Brokers video link The Technical Analysis Tour explains the important role of the chart analyst and how technical and fundamental analyses differ. In this introductory tour, you will learn how to identify areas of support and resistance on a chart, the role of different time frames, and how to interpret basic trend formation
Introduction to Technical Analysis with Recognia Technical Analysis 1:04 National Bank Direct Brokerage Kathryn Griffiths – Recognia video link This webinar provides an overview of technical analysis and how it can be used to help make investment and trading decisions. It includes a review of actual patterns and charts as they are identified by the Recognia system and made available to clients on National Bank Direct Brokerage’s transactional website. N
ETFs best practices Exchange-Traded Funds 0:40 Disnat John Gabriel – Morningstar video link John Gabriel from Morningstar discuss ETF best practices, how investors should use ETFs and how to make them part of your portfolio.
The five pillars of evaluating mutual funds Mutual Funds 0:41 Disnat Nick Dedes – Morningstar video link Nick Dedes, Mutual Fund Analyst at Morningstar to discuss the five pillars of evaluating mutual funds.
Stockscores Canadian Active Trader Expo (SCATE) – 2012 Strategy 0:56 Disnat Tyler Bolhorn – Stockscores video link Tyler Bolhorn from Stockscores explains the basics of stock analysis and trading at the 2012 Stockscores Canadian Active Traders Expo (SCATE)
How to Make a Living Trading the Stock Market  Strategy 0:12 Disnat Tyler Bolhorn – Stockscores video link Tyler Bolhorn from Stockscores explains how to make trades holding stocks for minutes or days. This is a video to watch if you want to quit your day job to become a full time trader
Manage Your Retirement Portfolio in Only Minutes a Day Strategy 0:20 Disnat Tyler Bolhorn – Stockscores video link Tyler Bolhorn from Stockscores explains how to manage your retirement portfolio in only minutes a day using Stockscores, stops and technical analysis.
How do you limit your losses? Use options to hedge your portfolio Options 0:51 Disnat Jason Ayres – Montreal Exchange video link This recorded webinar explains the safe usage of options as a means to hedge a portfolio against market risk. Learn to use options to help maintain profits and limit losses.
Emotion Control & Trading – The Mindless Investor Strategy 0:21 Disnat Tyler Bolhorn – Stockscores video link Tyler Bolhorn from Stockscores explains to investors how to manage their emotions and risk. Taking emotion out of trading is probably the most important element a trader as to obtain to be successful at stock trading.
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Online Discount Brokerage Deals & Promotions – September 2012

The arrival of September is generally when markets shake off the quiet days of summer and start to come back to life.  Across the landscape of discount brokerages, it looks like the major deal offerings that were around in August are standing firm or are being extended out.  For example, Questrade’s 100 free trades offer has been extended until the end of October 30th, 2012.

The major offerings of free trades/trade commission rebates continue to be a favourite amongst the discount brokerages with Virtual Brokers, Questrade, Scotia iTrade, National Bank Direct Brokerage all continuing to “give in order to get” investors’ business.  An interesting catch is the 10 free trades promotion being offered by TD Waterhouse discount brokerage for downtown Vancouver clients.

Still going strong is the Sparx Trading deal offered by Jitneytrade where you can get exclusive discounts on commission costs and the Realtick trading platform. For more info on the Jitneytrade promotion you can click here. Below you’ll find more online discount brokerage deals and promotions.

Company Brief Description Details Link Deadline
Jitney Trade A Sparx Trading exclusive offer! Use the promo code “Sparx Trading” when signing up for a new account with Jitney and receive access to their preferred pricing package and a massive 45% discount on the Real Tick trading platform. For more details click here none
Open a new account (TFSA, Margin or RRSP) and receive $50 commission credit . Use promo code: kdkfnbbc none none
Move your brokerage account to Questrade and they’ll cover the transfer-out fee up to $150. Transfer Fee Promo none
Refer a friend to Questrade and when they open an account you receive $100 and they receive $50. To receive this deal you must be an existing client with an equity account and refer a person that does not reside with you and who has not previously opened a Questrade account. Refer a friend none
Get up to 100 free trades when you fund an account with a minimum of $10 000. You must open this account by October 30, 2012 and fund it with $10 000 within 30 days of account activation to qualify. You must enter promo code “100FREEQ”. There are quite a few other details, including a minimum balance requirement, so be sure to check the details link. 100 Free Trades October 30th, 2012
Transfer $25,000 or more to a National Bank Direct Brokerage account and they will pay up to $135 plus taxes in transfer fees Transfer Fee Rebate none
If you are an existing National Bank Direct Brokerage client and you refer someone to join, you each get $100. To qualify, the referred account must transfer at least $25,000 from another financial institution. If at least $25,000 is transferred, up to $135 of the transfer fee is covered. Use the promo code “FRIEND” when opening the account Refer a Friend October 31, 2012
Holders of National Bank Platinum, Ovation Gold, Allure or Escapade Mastercard or a card identified by a professional association can now redeem À la carte reward points for a contribution to your National Bank Direct Brokerage RRSP or Spousal RRSP account, or the new TFSA (Tax-free savings account). As the principal cardholder you can exchange your points, either partly or entirely, for one or more 100 $ contributions (100 $ = 11,000 points). contact one of National Bank Direct Brokerage’s Investor Services representatives (514-866-6755 or 1-800-363-3511). Mastercard points transfer none
Open and fund a new account with National Bank Direct Brokerage with $25 000 or more, and you can receive up to $750 in commission reimbursements. To qualify you must use the promo code “REGISTERED2012” in the general information section of the application form. Reimbursements will be paid in either January or April 2013 depending on date account is opened. See the terms & conditions link for more information. Commission Holiday Promo October 31, 2012
Virtual Brokers will cover transfer fees from your transferring institution to a maximum of $150 per account. This offer is only applicable to accounts opened with at least $25,000 in equity before September 30, 2012. Transfer Fee Promo September 30th, 2012
Open a new account with $25,000 before September 30, 2012 and receive 150 trades free. (Applies to the first 150 trades placed within 60 days of account opening at a maximum of $6.49 per trade with a total maximum value of $973) New Account Promo September 30th, 2012
Scotia iTrade Open and fund a new Scotia iTRADE account with at least $25,000 before September 30, 2012 and the commissions associated with your first 100 trades placed within 60 days of the date the account is activated and funded. Also, the new FlightDesk platform is being offered for free for 60 days. See details link for further terms and conditions. Scotia iTrade 100 free trades + FlightDesk September 30th, 2012
BMO InvestorLine Existing BMO Investorline clients who refer a ‘friend’ who then opens an account, (and the “friend” too) can qualify for a cash bonus, depending on the deposit amount. For deposits of between $50,000 and $249,999, the referral bonus is $200 and the “friend” receives $50; for deposits of over $250,000 the referral bonus is $300 the “friend” receives $100. To qualify for the deal, the referral reference code needs to be included in the application – see the details link for terms and conditions. Refer a Friend Promo December 31, 2012
BMO InvestorLine Open a new account with $150,000 or more (or for existing clients make a deposit of $150,000 or more) and get $150 cash back and 150 free trades. Use the promo code BONUS when opening a new account (or when making a new deposit of $150,000 or more). See the details link for qualifying account types and conditions. 150/150 Promotion October 31, 2012
TD Waterhouse Open an account with $25,000 or more and receive 10 free trades. This offer is only valid at the downtown Vancouver TD Waterhouse Investor Centre. 10 trades must be completed within 6 months of account opening; reimbursement based on $9.99 commission rate. scanned photo of flyer none
Qtrade Investor Qtrade Investor will reimburse your transfer fee up to $125 when transferring a balance of $25,000 or more. For reimbursement, please mail or fax a copy of your statement from the transferring institution that shows the transfer charge to Qtrade Investor at 604.484.2627 and indicate your Qtrade Investor account number. Transfer Fee Promo none
Credential Direct Switch over your brokerage account to Credential Direct and they will cover the transfer fees up to $125 of the charge from another brokerage. If you are not satisfied within 90 days, you can also switch out of Credential Direct for free. To qualify you need to transfer at least $5000 and use the code “Switch Me”. Switch Me Promo September 30, 2012

 

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Learning to Trade On Your Own – Discount Brokerage Educational Resources

discount brokerage education

Learning Objective – Discount Brokerage Education Resources:

  • To understand the different educational resources currently being offered by Canadian discount brokerages

Introduction

Increasingly, Canadian discount brokerages have begun to recognize that retail investors require tools and resources in order to support them in managing their own trading activities.  Fortunately for retail investors, the quality and diversity of resources is improving.  While some discount brokerages have very basic resources, such as glossaries of key terms that count as their “education” section, other discount brokerages, such as TD Waterhouse discount brokerage and Scotia iTrade, offer a number of investor education events both in person and online.

Types of “educational” content

The types of educational presentations that discount brokerages offer usually fall into the “informational” type or the “product orientation” type.  Sometimes there is a mix between the two types, where educational content is presented alongside a specific product, like a trading platform.  Often times, discount brokerages will open up events to existing clients as well as to non-clients in the hopes of being able to generate new business from those that attend the seminars, so be prepared for sales pitches or offers and promotions that are time-limited.  While there are times when you can land a great deal, it is wise to fully understand what you’re going to commit to before signing up on the spot.

Often, modules are presented by experienced teachers or partner organizations that work with a discount brokerage.  The topics presented can cover a wide variety of topics ranging from getting started with trading to more advanced strategies and techniques.   Most educational resources provided by discount brokerages today is geared towards beginners.  For that reason, some information and lessons are presented by staff members or business development associates that don’t have an in-depth background as a trader and/or teacher.  Be sure to ask about the background of the ‘instructor’ to gauge how well-versed they are in discussing the topic they’re presenting.

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Online Discount Brokerage Deals & Promotions – August 2012

As both investors and markets slow down in the tail end of summer, the discount brokerage deals and incentives have also gotten a bit quieter.  Still, for those of you looking for a deal on a discount brokerage account, there are some hefty commission rebate discounts being offered up this August.

BMO Investorline has upped the competition ante by offering $150 cash back as well as 150 trades when you deposit $150,000 or more into an Investorline account.  What’s interesting about this deal (the 150/150 promotion) is that it is open to existing clients as well as new clients, and it can also be combined with their refer a friend offer.

For those with less money to be depositing, Virtual Brokers is offering 150 free trades with a $25,000 deposit, and Questrade, as part of their new Questrade Advantage program will give you 100 free trades for a deposit of at least $10,000. Scotia iTrade continues to offer 100 free trades for a deposit of $25,000 for new accounts and will also let you try their new FlightDesk™ platform free for 60 days. A deal launched mid-month in July by National Bank Direct Brokerage called the “Commission Holiday Promo” gives new clients a $750 commission rebate with a deposit of at least $25,000.

For very active and pro-level traders as well as platform-savvy traders, you’ll want to check out the exclusive SparxTrading.com offer with Jitneytrade to take advantage of Realtick Platform discounts as well as trading volume discounts.

We also know from the deal rumour mill that there are some exciting promos being put together from a few Canadian discount brokerages for this September so be sure to check our deals section if you’re not quite ready to open your trading account.

Company Brief Description Details Link Deadline
Jitney Trade A Sparx Trading exclusive offer! Use the promo code “Sparx Trading” when signing up for a new account with Jitney and receive access to their preferred pricing package and a massive 45% discount on the Real Tick trading platform. For more details click here none
Open a new account (TFSA, Margin or RRSP) and receive $50 commission credit . Use promo code: kdkfnbbc none none
Move your brokerage account to Questrade and they’ll cover the transfer-out fee up to $150. Transfer Fee Promo none
Refer a friend to Questrade and when they open an account you receive $100 and they receive $50. To receive this deal you must be an existing client with an equity account and refer a person that does not reside with you and who has not previously opened a Questrade account. Refer a friend none
As part of the Questrade Advantage program, deposit $10,000 into a new account by August 31st, 2012 and you can get 100 free trades. Enter the promo code “100AVDL” in the application online. Note that the advantage program requires you to sign up for a data package (currently $89.95/month) the fees for which vary according to trading activity. See details link for terms and conditions on pricing. Questrade Advantage Promo August 31st, 2012
Get up to 100 free trades when you fund an account with a minimum of $10 000. You must open this account by August 31st 2012 and fund it with $10 000 within 30 days of account activation to qualify. You must enter promo code “100FREEQ”. There are quite a few other details, including a minimum balance requirement, so be sure to check the details link. 100 Free Trades August 31st, 2012
Transfer $25,000 or more to a National Bank Direct Brokerage account and they will pay up to $135 plus taxes in transfer fees Transfer Fee Rebate none
If you are an existing National Bank Direct Brokerage client and you refer someone to join, you each get $100. To qualify, the referred account must transfer at least $25,000 from another financial institution. If at least $25,000 is transferred, up to $135 of the transfer fee is covered. Use the promo code “FRIEND” when opening the account Refer a Friend October 31, 2012
Holders of National Bank Platinum, Ovation Gold, Allure or Escapade Mastercard or a card identified by a professional association can now redeem À la carte reward points for a contribution to your National Bank Direct Brokerage RRSP or Spousal RRSP account, or the new TFSA (Tax-free savings account). As the principal cardholder you can exchange your points, either partly or entirely, for one or more 100 $ contributions (100 $ = 11,000 points). contact one of National Bank Direct Brokerage’s Investor Services representatives (514-866-6755 or 1-800-363-3511). Mastercard points transfer none
Open and fund a new account with National Bank Direct Brokerage with $25 000 or more, and you can receive up to $750 in commission reimbursements. To qualify you must use the promo code “REGISTERED2012” in the general information section of the application form. Reimbursements will be paid in either January or April 2013 depending on date account is opened. See the terms & conditions link for more information. Commission Holiday Promo October 31, 2012
Virtual Brokers will cover transfer fees from your transferring institution to a maximum of $150 per account. This offer is only applicable to accounts opened with at least $25,000 in equity before September 30, 2012. Transfer Fee Promo September 30th, 2012
Open a new account with $25,000 before September 30, 2012 and receive 150 trades free. (Applies to the first 150 trades placed within 60 days of account opening at a maximum of $6.49 per trade with a total maximum value of $973) New Account Promo September 30th, 2012
Scotia iTrade Open and fund a new Scotia iTRADE account with at least $25,000 before September 30, 2012 and the commissions associated with your first 100 trades placed within 60 days of the date the account is activated and funded. Also, the new FlightDesk platform is being offered for free for 60 days. See details link for further terms and conditions. Scotia iTrade 100 free trades + FlightDesk September 30th, 2012
BMO InvestorLine Existing BMO Investorline clients who refer a ‘friend’ who then opens an account, (and the “friend” too) can qualify for a cash bonus, depending on the deposit amount. For deposits of between $50,000 and $249,999, the referral bonus is $200 and the “friend” receives $50; for deposits of over $250,000 the referral bonus is $300 the “friend” receives $100. To qualify for the deal, the referral reference code needs to be included in the application – see the details link for terms and conditions. Refer a Friend Promo December 31, 2012
BMO InvestorLine Open a new account with $150,000 or more (or for existing clients make a deposit of $150,000 or more) and get $150 cash back and 150 free trades. Use the promo code BONUS when opening a new account (or when making a new deposit of $150,000 or more). See the details link for qualifying account types and conditions. 150/150 Promotion October 31, 2012
TD Waterhouse Open an account with $25,000 or more and receive 10 free trades. This offer is only valid at the downtown Vancouver TD Waterhouse Investor Centre. 10 trades must be completed within 6 months of account opening; reimbursement based on $9.99 commission rate. scanned photo of flyer none
Qtrade Investor Qtrade Investor will reimburse your transfer fee up to $125 when transferring a balance of $25,000 or more. For reimbursement, please mail or fax a copy of your statement from the transferring institution that shows the transfer charge to Qtrade Investor at 604.484.2627 and indicate your Qtrade Investor account number. Transfer Fee Promo none
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Online Discount Brokerage Deals & Promotions – July 2012

Summer is officially here and with it are a few major league offers that Canadian online discount brokerages have going.  It seems like this month, the four big promos are from Virtual Brokers, Questrade, Scotia iTrade and Disnat Direct. We’ve also got a special discount brokerage deal offering from Jitneytrade now officially launched!

It seems like lots of free trades is all the rage this summer. Virtual Brokers has extended their offer of 150 free trades to September 30th when you open an account with at least $25 000. From Questrade, a chance to get 100 free trades when you open and fund an account with $10 000.  Questrade also has a “refer a friend” deal that looks like an interesting win-win promo. Scotia iTrade has extended their 100 trade credit offer out to Sept 30th, but to get that deal you’ll have to pony up at least $25 000.  Disnat Direct’s Active 5 offer is still in full effect – definitely one to take notice of if you’re an active trader or are thinking about becoming one, 50 trades commission credit and 5 months of best rate trading along with 5 months of their active trading platforms with data make it definitely worth considering – you’ll need $10 000 to land that deal. National Bank Direct Investing also just joined in on the giveaway front with their $750 commission reimbursement when you deposit $25 000 into a new account – make sure to read the fine print on this one though because reimbursements will get paid out in either January 2013 or April 2013 depending on when you open your account.

The official SparxTrading deal with Jitneytrade is now officially launched. If you’re a very active trader, you’ll want to check out the details below on this amazing offer of discounted commissions and a huge discount on the RealTick active trader platform.

Enjoy the rest of this month’s deals!

Company Brief Description Details Link Deadline
Jitney Trade A Sparx Trading exclusive offer! Use the promo code “Sparx Trading” when signing up for a new account with Jitney and receive access to their preferred pricing package and a massive 45% discount on the Real Tick trading platform. For more details click here none
Open a new account (TFSA, Margin or RRSP) and receive $50 commission credit . Use promo code: kdkfnbbc none none
Move your brokerage account to Questrade and they’ll cover the transfer-out fee. Transfer Fee Promo none
Refer a friend to Questrade and when they open an account you receive $100 and they receive $50. To receive this deal you must be an existing client with an equity account and refer a person that does not reside with you and who has not previously opened a Questrade account. Refer a friend none
Maximize your returns. Get up to 1% (or more) of your mutual fund value rebated back to you. Mutual Fund Rebate Promo none
Get up to 100 free trades when you fund an account with a minimum of $10 000. You must open this account by August 31st 2012 and fund it with $10 000 within 30 days of account activation to qualify. You must enter promo code “100FREEQ”. There are quite a few other details, including a minimum balance requirement, so be sure to check the details link. 100 Free Trades August 31st, 2012
Get $150 in cash for opening a Disnat Classic account worth at least $25,000 from a financial institution other than Desjardins. Call Disnat at 1-800-268-8471 and mention the promo code “Reference 150”. [Note this offer applies to Disnat Classic not Disnat Direct] Disnat Refer a Friend Promo July 31st 2012
Disnat has created the Active5 offer so that active traders can test drive their services. New Disnat Direct clients get a package of: 5 months of free real-time trading platform, 5 months of theirlowest commissions (starting at $5), 5 months of free Stockscores newsletter and 50 free trades ($ 250 commissions credit). You can hear Tyler Bollhorn of Stockscores talking about the Active 5 offer here. Disnat Direct Active 5 Offer July 31st 2012
Transfer $25,000 or more to a National Bank Direct Brokerage account and they will pay up to $135 plus taxes in transfer fees Transfer Fee Rebate none
If you are an existing National Bank Direct Brokerage client and you refer someone to join, you each get $100. To qualify, the referred account must transfer at least $25,000 from another financial institution. If at least $25,000 is transferred, up to $135 of the transfer fee is covered. Use the promo code “FRIEND” when opening the account Refer a Friend October 31, 2012
Holders of National Bank Platinum, Ovation Gold, Allure or Escapade Mastercard or a card identified by a professional association can now redeem À la carte reward points for a contribution to your National Bank Direct Brokerage RRSP or Spousal RRSP account, or the new TFSA (Tax-free savings account). As the principal cardholder you can exchange your points, either partly or entirely, for one or more 100 $ contributions (100 $ = 11,000 points). contact one of National Bank Direct Brokerage’s Investor Services representatives (514-866-6755 or 1-800-363-3511). Mastercard points transfer none
Open and fund a new account with National Bank Direct Brokerage with $25 000 or more, and you can receive up to $750 in commission reimbursements. To qualify you must use the promo code “REGISTERED2012” in the general information section of the application form. Reimbursements will be paid in either January or April 2013 depending on date account is opened. See the terms & conditions link for more information. Commission Holiday Promo” October 31, 2012
Virtual Brokers will cover transfer fees from your transferring institution to a maximum of $150 per account. This offer is only applicable to accounts opened with at least $25,000 in equity before September 30, 2012. Transfer Fee Promo September 30th, 2012
Open a new account with $25,000 before September 30, 2012 and receive 150 trades free. (Applies to the first 150 trades placed within 60 days of account opening at a maximum of $6.49 per trade with a total maximum value of $973) New Account Promo September 30th, 2012
Scotia iTrade Open and fund a new Scotia iTRADE account with at least $25,000 (cheque deposit or transfer of assets) before September 30, 2012 and the commissions associated with your first 100 trades placed within 60 days of the date the account is activated and funded with at least $25,000 in the account, will be credited back to your account within 30 days of each order fill, to a maximum of $9.99 per trade in the currency of the account (maximum total cash rebate from this offer is $999). Offer valid only for the first Scotia iTRADE account opened by new Scotia iTRADE clients who do not have an account with ScotiaMcLeod Direct Investing or TradeFreedom. Free trade credits and other Scotia iTRADE offers have no cash redemption value. This offer cannot be combined with any other promotional offer. Scotia iTrade $100 in free trades September 30th, 2012
Scotia iTrade Open a new iTrade account before July 31, 2012 and receive either: $100 cash and 25 trades free for a deposit of between $25,000-$49,999 or $150 and 50 trades free for a deposit of $50,000 or more. You must use the code SPRING-MA when signing up. Springaccount opening bonus July 31st, 2012
Qtrade Investor Qtrade Investor will reimburse your transfer fee up to $125 when transferring a balance of $25,000 or more. For reimbursement, please mail or fax a copy of your statement from the transferring institution that shows the transfer charge to Qtrade Investor at 604.484.2627 and indicate your Qtrade Investor account number. Transfer Fee Promo none
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Online Discount Brokerage Deals & Promotions – June 2012

This month’s discount brokerage deals and promotions from Canadian online discount brokerages still includes some substantial offerings, such as the Disnat Active 5 offer and the Scotia iTrade 100 free trades offer. Some new promos this month include the ‘one free trade’ offer from Scotia iTrade to download and try their mobile trading app (for which you qualify for 1 free equity trade and one free options trade) and the ‘refer a friend’ offer from National Bank Direct Brokerage.  Scotia iTrade also added another promotion that can give you either $100 or $150 plus 25 or 50 trades free (respectively) depending on your deposit – the fine print is a bit tricky so make sure to read it on this one as the promo code is buried in that fine print. Questrade has extended their “stick it to your broker” 10 free trade offer until the end of June.  Lastly there are some exciting whispers floating around that Jitneytrade may be announcing a deal soon and that National Bank Direct Brokerage is working on another promo for release sometime in June. Stay tuned!

Company Brief Description Details Link Deadline
Open a new account (TFSA, Margin or RRSP) and receive $50 commission credit . Use promo code: kdkfnbbc none none
Move your brokerage account to Questrade and they’ll cover the transfer-out fee. Transfer Fee Promo none
Open and fund your account with a minimum of CAD $1,000 before May 31st, 2012 and you’ll get 10 commission-free trades. Use your 10 stock trades within the first 30 days. Buy or sell, one at a time or all at once. Stick12 additional terms here June 30 2012
Refer a friend to Questrade and when they open an account you receive $100 and they receive $50. To receive this deal you must be an existing client with an equity account and refer a person that does not reside with you and who has not previously opened a Questrade account. Refer a friend none
Maximize your returns. Get up to 1% (or more) of your mutual fund value rebated back to you. Mutual Fund Rebate Promo none
Get up to 100 free trades when you fund an account with a minimum of $10 000. You must open this account by August 31st 2012 and fund it with $10 000 within 30 days of account activation to qualify. You must enter promo code “100FREEQ”. There are quite a few other details, including a minimum balance requirement, so be sure to check the details link. 100 Free Trades August 31st, 2012
Get $150 in cash for opening a Disnat Classic account worth at least $25,000 from a financial institution other than Desjardins. Call Disnat at 1-800-268-8471 and mention the promo code “Reference 150”. [Note this offer applies to Disnat Classic not Disnat Direct] Disnat Refer a Friend Promo July 31st 2012
Disnat has created the Active5 offer so that active traders can test drive their services. New Disnat Direct clients get a package of: 5 months of free real-time trading platform, 5 months of theirlowest commissions (starting at $5), 5 months of free Stockscores newsletter and 50 free trades ($ 250 commissions credit). You can hear Tyler Bollhorn of Stockscores talking about the Active 5 offer here. Disnat Direct Active 5 Offer July 31st 2012
Credential Direct Switch your account to Credential Direct and they’ll pay up to $125 of the transfer fees your online broker charges. If after 90 days you’re not completely satisfied, Credential Direct will waive the $125 transfer out fee. To qualify, you must deposit at least $5000 within 30 days of opening a Credential Direct account. Promo code “SWITCH ME” Switch Me Offer June 30th, 2012
Transfer $25,000 or more to a National Bank Direct Brokerage account and they will pay up to $135 plus taxes in transfer fees Transfer Fee Rebate none
Become a new National Bank Direct Brokerage Client before June 30, 2012 and receive a fixed rate commission of $6.95 for 6 months. Minimum deposit not specified. Promo code “TRADE2012”. Call customer service: 1-800-363-3511 – Available to Western Canada Customers only (BC/Alberta) June 30th, 2012
If you are an existing National Bank Direct Brokerage client and you refer someone to join, you each get $100. To qualify, the referred account must transfer at least $25,000 from another financial institution. If at least $25,000 is transferred, up to $135 of the transfer fee is covered. Use the promo code “FRIEND” when opening the account Refer a Friend October 31, 2012
Holders of National Bank Platinum, Ovation Gold, Allure or Escapade Mastercard or a card identified by a professional association can now redeem À la carte reward points for a contribution to your National Bank Direct Brokerage RRSP or Spousal RRSP account, or the new TFSA (Tax-free savings account). As the principal cardholder you can exchange your points, either partly or entirely, for one or more 100 $ contributions (100 $ = 11,000 points). contact one of National Bank Direct Brokerage’s Investor Services representatives (514-866-6755 or 1-800-363-3511). Mastercard points transfer none
Virtual Brokers will cover transfer fees from your transferring institution to a maximum of $150 per account. This offer is only applicable to accounts opened with at least $25,000 in equity before September 30, 2012. Transfer Fee Promo September 30th, 2012
Open a new account with $25,000 before September 30, 2012 and receive 150 trades free. (Applies to the first 150 trades placed within 60 days of account opening at a maximum of $6.49 per trade with a total maximum value of $973) New Account Promo September 30th, 2012
Scotia iTrade Open and fund a new Scotia iTRADE account with at least $25,000 (cheque deposit or transfer of assets) before June 30, 2012 and the commissions associated with your first 100 trades placed within 60 days of the date the account is activated and funded with at least $25,000 in the account, will be credited back to your account within 30 days of each order fill, to a maximum of $9.99 per trade in the currency of the account (maximum total cash rebate from this offer is $999). Offer valid only for the first Scotia iTRADE account opened by new Scotia iTRADE clients who do not have an account with ScotiaMcLeod Direct Investing or TradeFreedom. Free trade credits and other Scotia iTRADE offers have no cash redemption value. This offer cannot be combined with any other promotional offer. Scotia iTrade $100 in free trades June 30th, 2012
Scotia iTrade Download the new Scotia iTrade mobile app and get one trade free (one equity and one option). Trade must be placed on the mobile app. Scotia iTrade 1 free trade June 30th, 2012
Scotia iTrade Open a new iTrade account before July 31, 2012 and receive either: $100 cash and 25 trades free for a deposit of between $25,000-$49,999 or $150 and 50 trades free for a deposit of $50,000 or more. You must use the code SPRING-MA when signing up. Springaccount opening bonus July 31st, 2012
Qtrade Investor Qtrade Investor will reimburse your transfer fee up to $125 when transferring a balance of $25,000 or more. For reimbursement, please mail or fax a copy of your statement from the transferring institution that shows the transfer charge to Qtrade Investor at 604.484.2627 and indicate your Qtrade Investor account number. Transfer Fee Promo none
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Discount Broker Deals & Promotions – As of May 1st 2012

Here are the latest Canadian online discount broker deals and promotions. This month Disnat Direct still holds the front of the pack with their monster  “Active 5” deal.  Scotia iTrade also has an interesting commission rebate of up to 100 trades (with a max value of $999) with a transfer of $25,000.  National Bank still has their $6.95 commission rate for 6 months deal, however it is only limited to Western Canada (BC & Alberta).

While we strive for accuracy in our reporting we cannot guarantee that the information presented below will not have changed or be altered without notice. Please ensure to check the brokerage’s website directly for full details.

Company Brief Description Details Link Deadline
Open a new account (TFSA, Margin or RRSP) and receive $50 commission credit . Use promo code: kdkfnbbc none none
Move your brokerage account to Questrade and they’ll cover the transfer-out fee. Transfer Fee Promo none
Open and fund your account with a minimum of CAD $1,000 before May 31st, 2012 and you’ll get 10 commission-free trades. Use your 10 stock trades within the first 30 days. Buy or sell, one at a time or all at once. Stick12 additional terms here May 31st 2012
Maximize your returns. Get up to 1% (or more) of your mutual fund value rebated back to you. Mutual Fund Rebate Promo none
Open a new account with Questrade and you could qualify for a new iPad. To enter in a draw for 1 of 10 iPads, you can open a new account and deposit $1000. If you deposit $250,000 or more, you will get a free iPad (applies to both new and existing clients) iPad Promo May 31st, 2012
A monster deal called the “Active 5 Deal” by Disnat: 5 Months of no platform fees on DD Xtra & DD Web (includes no fee for TSX venture quotes) 5 Months trading on the best commission rate of $5 50 free trades ($250 commission credit) 5 Months access to Tyler Bollhorn’s daily newsletter $500 off Tyler Bollhorn’s live trading course Minimum Deposit: $10,000 Disnat Direct Active 5 Offer June 1st 2012
Transfer $25,000 or more to a National Bank Direct Brokerage account and they will pay up to $135 plus taxes in transfer fees Transfer Fee Rebate none
BMO InvestorLine Open a new account with BMO Investorline and you could receive cash back. For a $50,000 deposit/transfer – you get $100; for a $100,000 transfer, you get $250 cash back; for a $250,000 transfer/deposit you get $600 cash back. Enter the code BONUS when you open your account. BMO transfer offer June 1st, 2012
Credential Direct Switch your account to Credential Direct and they’ll pay up to $125 of the transfer fees your online broker charges. If after 90 days you’re not completely satisfied, Credential Direct will waive the $125 transfer out fee. To qualify, you must deposit at least $5000 within 30 days of opening a Credential Direct account. Promo code “SWITCH ME” Switch Me Offer June 30th, 2012
Become a new National Bank Direct Brokerage Client before June 30, 2012 and receive a fixed rate commission of $6.95 for 6 months. Minimum deposit not specified. Promo code “TRADE2012”. Note: National Bank is releasing a similar promo early April where you have to open a margin account to receive 6 months at $6.95 – according to customer service details to be released soon. Call customer service: 1-800-363-3511 – Available to Western Canada Customers only (BC/Alberta) June 30th, 2012
Holders of National Bank Platinum, Ovation Gold, Allure or Escapade Mastercard or a card identified by a professional association can now redeem À la carte reward points for a contribution to your National Bank Direct Brokerage RRSP or Spousal RRSP account, or the new TFSA (Tax-free savings account). As the principal cardholder you can exchange your points, either partly or entirely, for one or more 100 $ contributions (100 $ = 11,000 points). contact one of National Bank Direct Brokerage’s Investor Services representatives (514-866-6755 or 1-800-363-3511). Mastercard points transfer none
Virtual Brokers will cover transfer fees from your transferring institution to a maximum of $150 per account. This offer is only applicable to accounts opened with at least $25,000 in equity before June 30, 2012. Transfer Fee Promo June 30th, 2012
Open a new account with $25,000 before June 30, 2012 and receive 150 trades free. (Applies to the first 150 trades placed within 60 days of account opening at a maximum of $6.49 per trade with a total maximum value of $973) New Account Promo June 30th, 2012
Scotia iTrade Open and fund a new Scotia iTRADE account with at least $25,000 (cheque deposit or transfer of assets) before June 30, 2012 and the commissions associated with your first 100 trades placed within 60 days of the date the account is activated and funded with at least $25,000 in the account, will be credited back to your account within 30 days of each order fill, to a maximum of $9.99 per trade in the currency of the account (maximum total cash rebate from this offer is $999). Offer valid only for the first Scotia iTRADE account opened by new Scotia iTRADE clients who do not have an account with ScotiaMcLeod Direct Investing or TradeFreedom. Free trade credits and other Scotia iTRADE offers have no cash redemption value. This offer cannot be combined with any other promotional offer. Scotia iTrade $100 in free trades June 30th, 2012
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Event Review – Options Education Day – Vancouver 2012

Options Education Day is an annual series of events organized and hosted by the Montreal Exchange (part of the TMX Group) as part of their goal to better educate retail investors about options and derivatives products.  While options and derivative products are more complex than your average stock, there has been an enormous growth in availability and interest in these types of investment products because of the versatility of strategies they offer investors. So, even though it takes some extra effort to learn them, there are many more potential strategies for creating wealth as well as preserving it that options offer investors.

There were three great speakers at the Vancouver stop on the Options Education Day: Jason Ayres, President of Learn to Trade Global and founder of optionsource.net;  Joseph Burgoyne,  director of institutional and retail marketing for the Options Industry Council and Patrick Ceresna, chief derivative market strategist for Learn to Trade Global.  Click on the following links to see our interviews with Jason, Joseph and Patrick.

The event itself had workshops for “beginner” and “advanced” topics that provided information appropriate to the level of complexity investors were willing to dive into.  The beginner sessions covered an “introduction to options trading” and “introduction to ETFs” whilst the more advanced sessions covered “advanced options spreads” and “getting to know the greeks and the impact of volatility”.  A final workshop covered using options as a tool for creating a balanced portfolio.

Exhibitors at the event included Canadian discount brokerages such as Disnat Direct, Interactive Brokers,  Jitneytrade, TD Waterhouse, Virtual Brokers and National Bank Direct Brokerage, as well options education firm Learn to Trade Global, and also the most awesome Canadian discount brokerage comparison company Sparx Trading (yes it is a shameless self-plug!).  We had a chance to talk to lots of investors of all levels who were all there not only for the great food, but also to get a better understanding of options and how to use them in their investing and trading strategies.

Overall this is an excellent event for individuals who want to learn about options at a live event and also network with fellow investors.  It was well-organized, the venue choice great and the cost was nominal and included materials, breakfast and lunch – a great deal for their price of $45.  The conference organizers did a great job of preparing materials that attendees could use during the presentations and take with them after the sessions were done.

For those that could not attend in person, the Montreal Exchange also has a lot of the material that was covered at prior options education days in the education section on its website.  Another excellent source of education materials for individuals looking to learn more about options is the Options Industry Council website available here.

Upcoming stops for the 2012 sessions of Options Education Day include Winnipeg (June 2), Montreal (September 8), Toronto (September 29), Calgary (October 20) and Edmonton (October 21).  You can find out more details for these and other education events checking our events calendar here.

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Discount Broker Deals & Promotions – As of April 1st 2012

Here are the latest discount broker deals and promotions offered by Canada’s online discount brokerages. This month there is a monster deal being launched  by Disnat Direct called the “Active 5” deal.  Look out for other deals being announced from National Bank Direct Brokerage early this month.  If there’s a deal or promotion that we’ve not included, drop us a note here and we’ll look into adding it to the list.

While we strive for accuracy in our reporting we cannot guarantee that the information presented below will not have changed or be altered without notice. Please ensure to check the brokerage’s website directly for full details.

 

Company Brief Description Details Link Deadline
Open a new account (TFSA, Margin or RRSP) and receive $50 commission credit . Use promo code: kdkfnbbc none none
Move your brokerage account to Questrade and they’ll cover the transfer-out fee. Transfer Fee Promo none
Maximize your returns. Get up to 1% (or more) of your mutual fund value rebated back to you. Mutual Fund Rebate Promo none
Open a new account with Questrade and you could qualify for a new iPad. To enter in a draw for 1 of 10 iPads, you can open a new account and deposit $1000. If you deposit $250,000 or more, you will get a free iPad (applies to both new and existing clients) iPad Promo May 31, 2012
Transfer a value of $50,000 or more in assets to Disnat Direct (from a non Desjardins account) and receive a $500 credit (valid for 3 months) which can be applied to regular commissions or account transfer fees $500 Credit May 1, 2012
Transfer a value of $50,000 or more to your Disnat account (from a non Desjardins account) and receive $300 and free access to their GPS portfolio management tool for a year. Money will be deposited to your account within 30 days of your completed transfer. They will reimburse any transfer fees charged by the transferring firm (up to $150 per account). GPS Promo Limited Time Offer
A monster deal called the “Active 5 Deal” being launched by Disnat: 5 Months of no platform fees on DD Xtra & DD Web (includes no fee for TSX venture quotes) 5 Months trading on the best commission rate of $5 50 free trades ($250 commission credit) 5 Months access to Tyler Bollhorn’s daily newsletter $500 off Tyler Bollhorn’s live trading course Check back soon for details! TBD
For new clients: Transfer a value of $100 000 to National Bank Direct Brokerage and reference code: NBDB25 on signup form (section 13). For existing clients: call customer service to let them know you want the deal. The Deal: Get 250 trades for $0.25 each Lots of fine print to read for this deal – click on the link to find out details 25 years. 25 cents deal April 30, 2012
Transfer $25,000 or more to a National Bank Direct Brokerage account and they will pay up to $135 plus taxes in transfer fees Transfer Fee Rebate none
BMO InvestorLine Open a new account with BMO Investorline and you could receive cash back. For a $50,000 deposit/transfer – you get $100; for a $100,000 transfer, you get $250 cash back; for a $250,000 transfer/deposit you get $600 cash back. Enter the code BONUS when you open your account. BMO transfer offer June 1, 2012
Credential Direct Switch your account to Credential Direct and they’ll pay up to $125 of the transfer fees your online broker charges. If after 90 days you’re not completely satisfied, Credential Direct will waive the $125 transfer out fee. To qualify, you must deposit at least $5000 within 30 days of opening a Credential Direct account. Promo code “SWITCH ME” Switch Me Offer June 30, 2012
Become a new National Bank Direct Brokerage Client before June 30, 2012 and receive a fixed rate commission of $6.95 for 6 months. Minimum deposit not specified. Promo code “TRADE2012”. Note: National Bank is releasing a similar promo early April where you have to open a margin account to receive 6 months at $6.95 – according to customer service details to be released soon. Call customer service: 1-800-363-3511 June 30, 2012
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Discount Broker Deals & Promotions – As of March 1st 2012

Here are the latest discount broker deals and promotions offered by Canada’s online discount brokerages.  While we strive for accuracy in our reporting we cannot guarantee that the information presented below will not have changed or be altered without notice. Please ensure to check the brokerage’s website directly for full details.

Company Brief Description Details Link Deadline
Open a new account (TFSA, Margin or RRSP) and receive $50 commission credit . Use promo code: kdkfnbbc none none
Move your brokerage account to Questrade and they’ll cover the transfer-out fee. Transfer Fee Promo none
Maximize your returns. Get up to 1% (or more) of your mutual fund value rebated back to you. Mutual Fund Rebate Promo none
Transfer your account to Qtrade Investor before March 31, 2012 and they will pay you up to $125 to cover your transfer fees*. New Account Promo Mar. 31, 2012
Open a new account with $25,000 before March 31, 2012 and receive 150 trades free. (Applies to the first 150 trades placed within 60 days of account opening at a maximum of $6.49 per trade with a total maximum value of $973) New Account Promo Mar. 31, 2012
Virtual Brokers will cover transfer fees from your transferring institution to a maximum of $150 per account. This offer is only applicable to accounts opened with at least $25,000 in equity before March 31, 2012. Transfer Fee Promo Mar. 31, 2012
Transfer a value of $50,000 or more in assets to Disnat Direct (from a non Desjardins account) and receive a $500 credit (valid for 3 months) which can be applied to regular commissions or account transfer fees $500 Credit May 1st, 2012
Transfer a value of $50,000 or more to your Disnat account (from a non Desjardins account) and receive $300 and free access to their GPS portfolio management tool for a year. Money will be deposited to your account within 30 days of your completed transfer. They will reimburse any transfer fees charged by the transferring firm (up to $150 per account). GPS Promo Limited Time Offer
For new clients: Transfer a value of $100 000 to National Bank Direct Brokerage and reference code: NBDB25 on signup form (section 13). For existing clients: call customer service to let them know you want the deal. The Deal: Get 250 trades for $0.25 each Lots of fine print to read for this deal – click on the link to find out details 25 years. 25 cents deal April 30, 2012
Transfer $25,000 or more to a National Bank Direct Brokerage account and they will pay up to $135 plus taxes in transfer fees Transfer Fee Rebate none