Following my rant last week about NBDB, we finally managed to set up all the accounts I was asking for and organize them the way I wanted. It took 2 months and over 40 exchanges with support. All that's left is to transfer my existing accounts from Questrade and Wealthsimple, which means filling out and sending a bunch of paper forms, but I'm still going to consider it a win!
this post was submitted on 10 Nov 2023
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It's crazy that it has to be so complicated. Hope you won't have to go through this anytime soon.
Thank you. With everything set up correctly, I hope that it will be smoother now.