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How to open a TFSA online?

Here’s how to open a Tax-Free Savings Account (TFSA) 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 level of risk you’re comfortable with.  
  5. Choose the type of project you have in mind (e.g. TFSA) and follow the steps.  

Did you choose No risk? Watch our demo on how to open an investment account 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 level of risk you’re comfortable with, then click Start an application
  4. Choose the type of project you have in mind (e.g. TFSA) and follow the steps.  

Need more guidance?

Watch our demo on how to open an investment account from your online bank.

Watch our demo on how to open an investment account to buy NBI Funds from your online bank.

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

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