Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by National Bank Direct Brokerage.
Canada
Track your National Bank Direct Brokerage portfolio with Wealthfolio
Bring your eligible National Bank Direct Brokerage accounts into Wealthfolio. See supported stock holdings, cash, and activity alongside investments at other institutions.
Brokerage sync is included in Wealthfolio Connect Essentials, from $7.99/mo. How Connect works
From your National Bank Direct Brokerage account to your whole investment picture
Keep your portfolio current
Keep supported balances, holdings, and activities up to date using the refresh options available for this connection.
Bring institutions together
See National Bank Direct Brokerage alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from National Bank Direct Brokerage
- Available data
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- Stock holdings with cash balances and total account value
- Buys, sells, deposits, withdrawals, dividends, fees, interest, and transfers
- Eligible accounts
- Eligible basic trading, RESP, RRSP, and TFSA accounts returned during connection setup.
- Available history
- Up to one year of transaction history may be available.
- Updates
- National Bank Direct Brokerage provides source data daily. Use Sync now to retrieve the available data while the connection is active; this is not an intraday feed.
How to connect National Bank Direct Brokerage
Connection method: Sign in through SnapTrade. Follow the steps below to add the account.
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Choose National Bank Direct Brokerage in Wealthfolio Connect and open SnapTrade's secure connection window.
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Review the terms and follow the National Bank Okta sign-in prompts.
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Sign in and complete verification using the one-time code sent by SMS or email.
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Return to Wealthfolio and review your supported accounts, holdings, and activity.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
SnapTrade encrypts the National Bank Direct Brokerage sign-in details it stores to keep the connection working. Wealthfolio never receives or stores them.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- SnapTrade currently lists the National Bank Direct Brokerage connection as beta.
- Option holdings and transactions are not supported
- National Bank Direct Brokerage provides up to one year of transaction history through this connection. Import or enter older activity when you need a longer history.
- National Bank Direct Brokerage provides source data once daily. Sync now retrieves the available data, but does not turn it into an intraday feed.
If activity history is limited, you can still use Wealthfolio's Holding Snapshots mode to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available.
Frequently asked questions
Will my National Bank option positions sync?
No. Option holdings and option transactions are not returned through this connection. Track missing investments manually or import their activity.
How much National Bank activity can Wealthfolio sync?
Up to one year of supported transaction history may be available. Import or enter older activity when you need a longer history.
What verification does National Bank require?
The connection uses National Bank's Okta sign-in flow with a one-time code delivered by SMS or email.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect National Bank Direct Brokerage?
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