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  1. How do I open an account with ScotiaMcLeod? Before opening an account, a ScotiaMcLeod advisor will meet with you to understand your needs and goals and assess your financial situation. As part of the advisory process the advisor will then develop personalized recommendations and present documented solutions prior to implementing your strategy.

  2. At ScotiaMcLeod, we take a long-term, holistic view to investment management while managing risk. Dedicated to helping you reach your short-, medium- and long-term financial goals, we keep your needs at the centre of everything we do.

  3. Account summaries and details. 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.

  4. ScotiaMcLeod Online Banking. We are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service, Scotia OnLine®. Welcome to the Scotia Wealth Management client resource centre. Explore various forms and documents for your needs.

  5. Jul 23, 2024 · A bank account number is a tool for identifying a specific bank account. You can find a bank account number on the bottom of your check or on a bank statement.

    • Sophia Acevedo
    • Henry Blodget
  6. Here’s what you need to set up your account for online banking: Your Scotiabank debit card number: If you don’t have a Scotiabank debit card, you can use a Scotiabank Credit Card number, or your account number for your line of credit, investment, loan, or mortgage.

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  8. Want to get the convenience of banking on your phone, or online? Great! Get the following together, then select "Activate now”. This is the information that you will need to provide. ScotiaCard, Scotiabank Credit Card or Account Number. Home Phone number. Date of Birth.

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