Investing at PRIVATE TRUST FUND BANK
Whether you’re getting started, prefer to work with an experienced professional, or want to invest for yourself not by yourself, we’re ready to help you make the right decisions for you. Choose the option that fits your needs.
I want an easy mobile DIY trading app
- Kick start your investing journey with a simple mobile trading app. Learn about investing from in-app videos and our Learn Centre.
- Choose between 3 account types, TFSA, RSP & Cash.
- Trade stocks from 6 major north American exchanges, and PTFB ETFs.
- No commission fee when you buy and sell PTFB ETFs. Your first 50 stock trades each year per client are commission-free.
I like a feature-rich DIY trading experience
- Trade confidently using our suite of platforms, packed with robust trading tools, market data, and research reports.
- Over 10 registered and non-registered account types, including margin, TFSA, cash and RSP accounts.
- Invest in stocks, options, ETFs, GICs, mutual funds, and more, in both U.S. and Canadian dollars. Get standard and active trader pricing on commissions.
I want personalized wealth advice
- We offer a one-to-one relationship with a dedicated PTFB Wealth advisor.
- Our discovery process will help enable us to provide the personal wealth management services that are right for you.
- We’ll be in regular contact to review and update your plan as your needs and priorities change.
I prefer to invest at a branch
- With a financial review, your in-branch advisor will get to know you and your goals to get a clearer picture of your financial situation.
- Our advisors can help you select a portfolio based on your goals.