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  1. 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

  2. Simply download the forms you need, fill them out, and mail them to us. Apply the proper postage and mail to: Scotia iTRADE. PO Box 4002 Station A. Toronto, ON. M5W 0G4. Initiating transfers (for non-registered, registered, and TFSA accounts) from another financial institution can be made Online.

  3. 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.

  4. Here you will find additional information and forms relating to our accounts and plans.

    • 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. Choose your preferred way to open an investment or trading account today. Start an application online, by phone or in person. Use Live Chat if you have questions.

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  7. Yes, Scotia iTRADE offers pre-authorized contribution/deposit plans from any bank account at a Canadian financial institution to your Scotia iTRADE account. To link to a bank account and set up a plan, complete the Easy Transfer Authorization Form and mail the form, along with a void cheque or branch stamped bank letter to: Scotia iTRADE

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