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  1. 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.

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  2. Learn more about how a ScotiaMcLeod Wealth Advisor can help you develop an investment management strategy designed to manage risk, meet your financial goals, enhance what you’ve accumulated and transfer your assets to future generations.

  3. Whatever you’re investing for, Scotia iTRADE® offers an account that will meet – and often exceed – your expectations. Discover Canada’s first sustainable investing tools for direct investors.

  4. View your holdings in all of your accounts, including cash balances, individual holdings, current market values and original costs. You can even see the prices of your equity holdings updated in real time throughout the business day.

  5. Log on to Scotia OnLine and start making the most of Scotia iTRADE’s investment account management tools today! Get access to investment account management tools that can help you get an understanding of your account (s) and how well your stocks are performing.

  6. Dec 12, 2019 · Investment funds, including mutual funds and segregated funds, charge a fee for managing the fund. The fees are the Management Expense Ratio (MER) and may include an ongoing commission paid to advisors who sell the fund to their clients.

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