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  1. 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.

  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. Open a Scotia iTRADE® account. 1 of 2. Manage investments on your own terms. Our powerful trading platform lets you manage your investments from a computer or mobile device with integrated banking and trading all on one screen. Learn about direct investing. Invest in yourself.

  4. See your portfolio online and transfer funds to your account. 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.

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  6. ScotiaMcLeod Advisors offer a range of investment management solutions and advice to match your preferred level of participation and will execute, manage and monitor your investment portfolio according to your bespoke, personalized investment management plan.

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