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  1. 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.

  2. 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

  3. Certain types of accounts can only be opened by downloading the forms, filling them out, and mailing them to us. Below are links to the required forms for the most commonly used accounts that cannot be opened online.

  4. Download the app for access to your accounts, including holdings, asset mix, transactions, and documents (if applicable). Welcome to the Scotia Wealth Management client resource centre. Explore various forms and documents for your needs.

  5. Account documentation. Here you will find additional information and forms relating to our accounts and plans. ScotiaMcLeod ®. ScotiaMcLeod is a division of Scotia Capital Inc. Account documentation: Reading Your Investment Account Statements. N/A | pdf : 2 MB. Download. Terms and conditions:

  6. www.scotiabank.com › invest-and-trade › itradeScotia iTRADE

    Download the Scotia iTRADE App. How do I trade? You might also be interested in: Scotia Wealth Management ®. It’s ideal if you’re looking for an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future–one facet at a time. More details. Where do I start? Online.

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  8. Enjoy trading with ease on desktop or mobile with Scotia iTRADE. Rich in educational resources, like in-depth research, analysis tools and market data, and a variety of investment products and account types, all accessible through a single sign-on, Scotia iTRADE is a valuable platform for everyone – from first-time investors to day traders ...

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