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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. Access ScotiaOnLine. Scotia Wealth Management mobile app. 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.

  4. 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.

    • 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. 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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  7. Download forms from Forms Library. Get self-started with self-directed investing. Our standard commission pricing is just $9.99 for equities and options trades *.

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