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  1. Account summaries and details. 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.

    • Connect With US

      ScotiaMcLeod® Private Investment Counsel ... Are you a...

    • About us

      Scotiabank is a leading bank in the Americas. Guided by our...

    • Individuals and families

      Scotia Wealth Management serves the needs of Individuals and...

  2. You'll also have access to Scotia online, available on desktop, mobile, tablet, and through the Scotia Wealth Management mobile app. Learn more about the features and benefits.

  3. Invest with Scotia iTRADE®. Our powerful online trading platform is easy to use, plus you’ll gain access to in-depth analysis, research, tips, and much more.

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    • 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. 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.

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  7. Before opening an account, a ScotiaMcLeod advisor will meet with you to understand your needs and goals and assess your financial situation. As part of the advisory process the advisor will then develop personalized recommendations and present documented solutions prior to implementing your strategy. You can find a ScotiaMcLeod advisor in your ...

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