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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. 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. 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.

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

    If you’re new to online investing, you’ll find the platform is easy to use, and by trading with Scotia iTRADE and banking with Scotiabank, you'll get complete connectivity so you can see your entire financial picture - borrowing, banking and investing – all on one screen with one sign-on.

  6. You can buy or sell stocks on Scotia iTRADE® by following these simple steps. Understand price types and order types here. Learn how to place a trade. Direct investing FAQs. When can I start trading in my account? How do I link my bank account (s) at another Canadian financial institution to my Scotia iTRADE account (s)?

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  8. 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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