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No matter which investment management approach you choose, your Wealth Advisor will work with you to map out a personalized investment strategy based on a thorough assessment of your individual and family wealth needs.
Your ScotiaMcLeod Trade Confirmations, Monthly Statements and Annual Trading Summaries can all be accessed securely and conveniently. Simplify your record keeping and enjoy these benefits: View, save or print for complete convenience; All documents available in PDF – readily available and free software; Archival for a 7-year period
Find and download information and forms for ScotiaMcLeod and International Investment Advisory. Access investment management account documents Pinnacle program and Pinnacle portfolios
Contact us. Trade and direct invest online. Our powerful online trading platform is easy to use, plus you’ll gain access to in depth analysis, research, tips, and much more. Learn more. 1 of 2. How to open a Scotia iTRADE® account? Opening an account is easy and takes about 15 minutes.
By phone. Call us with your questions, concerns and account inquiries. After service hours, please feel free to contact us through our Automated Scotia iTRADE Teletrader TM Client Service.
You may choose to call our toll-free number, send us a fax, or visit us in person. We take great pride in providing expedient replies to all inquiries, and we strive to ensure our clients are receiving the highest level of customer service available; it is our commitment to you.
People also ask
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Renamed ScotiaMcLeod in 1988, we launched our self-directed, full-service RRSP (in 1991) and have grown to become one of Canada’s premier wealth management providers. ScotiaMcLeod is one of the investment arms of Scotiabank, a division of Scotia Capital Inc., one of Canada’s largest financial institutions.
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Beginner & Experienced Investors Should Consider These Top-Recommended Stock Brokerages. See Brokerages That Offer Mobile Trading, Zero Commissions, Multiple Accounts, & More.