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  1. One all-inclusive fee covers investment management, ongoing due-diligence and monitoring, and custody and trading costs, and is calculated as a percentage of your portfolio’s total assets. Discretionary investment management services

    • About us

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

    • Connect with us

      A simple conversation about where you are and where you want...

    • Individuals and families

      Your Scotia Wealth Management advisor can bring you the...

    • Business owners

      Borrowing to invest strategies. Most business owners are...

  2. Find the account fees, transfer fees or withdrawal fees for Scotia Investment Account and Scotia Registered Account at a Glance.

    Investment/registered Account
    Fee For Eligible Withdrawal1
    Fee For A Transfer To Another Financial ...
    Fee For A Transfer To Another Member Of ...
    Scotia Registered Savings Account ...
    $50
    $150
    Free
    Scotia Registered Income Account (RIF, ...
    Free for all regularly scheduled ...
    $150
    Free
    Free
    $150
    Free
    $50
    $150
    Free
  3. Administration and service fees ScotiaMcLeod®, a division of Scotia Capital Inc. SCOTIAMCLEOD OFFERS A WIDE RANGE OF SERVICES TO ASSIST YOU IN MEETING YOUR INVESTMENT NEEDS. This brochure outlines service fees which may apply in the administration of your account. Any charges you incur will be clearly marked on your account statement

  4. ScotiaMcLeod Direct Investing will charge an Early Redemption Fee of 1% (min. $38.88) to your SMDI account. However, redemptions of Scotia Money Market Funds, Dynamic Money Market Funds and Scotia Mutual

  5. Get up to $3,500 cash and $4.99 stock and ETF commission pricing by opening and funding a new account or funding an existing account*. Offer details. Overview. Plans. Products. Direct Investing. Contact us. Trade and direct invest online.

  6. 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.

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  8. Here's what you'll find in your new Annual Fee Disclosure Report. Amounts paid for advice and service on your mutual fund investments. Amounts paid for general administration of your account. Total amount paid to service your account.

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