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      • At ScotiaMcLeod we are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service.
      www.scotiawealthmanagement.com/ca/en/resource-centre/scotiamcleod-online-account.html
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  2. At ScotiaMcLeod we are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service. This is a complimentary, value-added offering that will only enhance your working relationship with your ScotiaMcLeod advisor.

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  3. ScotiaMcLeod Online Banking. We are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service, Scotia OnLine®. Welcome to the Scotia Wealth Management client resource centre. Explore various forms and documents for your needs.

  4. They have the knowledge and flexibility to offer highly customized family wealth management services and will develop, execute and monitor a portfolio created exclusively for you, designed to effectively manage risk and help you achieve your wealth goals.

    • See Your Portfolio Online and Transfer Funds to Your Account
    • Find It on Scotia Online
    • Getting Started

    Scotia OnLine allows you to easily view and contribute to ScotiaMcLeod accounts. Online account access is integrated across platform, so you can see both your ScotiaMcLeod and Scotiabank accounts together in one spot. We’ll be pleased to help you get started or give you more information. Sign up to ScotiaOnLine

    Your investment accounts: review cash balances and security positions
    Account transaction history
    Account statements
    Equity quotes from Canadian and US markets

    Simply contact your advisor to get set up for Scotia OnLine. Already signed up? Click here to login. Once signed up, you can set your accounts to be paperless under Document Preferences. If you also wish to trade online, consider an i:Partner account. Technical support for the above can be reached at +1 800.830.3838.

  5. Reading your investment account statements You will receive account statements from ScotiaMcLeod® on a regular basis. As illustrated, these will provide you with the details of your transactions over the reporting period and will summarize your investment holdings. Your Regular Account 1 Asset Class Summary: Summarizes

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  6. Your ScotiaMcLeod Wealth Advisor will work carefully with you to determine which types of investments meet your needs, your ambitions and your risk tolerance, from fixed income and equities, to mutual funds and ETFs. ScotiaMcLeod also offers a strong level of expertise in Gold and Precious Metals.

  7. ScotiaMcLeod Online account access is integrated with the #1 rated Scotia OnLine banking platform, allowing you to see both your ScotiaMcLeod and any Scotiabank accounts. To get your online account access set up, contact us directly at 416.863.7777 or spiessmcgladeteam@scotiawealth.com and we will have pre-completed online access forms sent to ...