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At ScotiaMcLeod we are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service. This is a complimentary, value-added offering that will only enhance your working relationship with your ScotiaMcLeod advisor.
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.
Take advantage of investment opportunities, across different countries, industries and sectors. Build your RRSPs, RESPs, pension plans and more. Benefit from services for foreign investors ; Maximize growth. Minimize risk. Our tried and tested approach helps you feel comfortable about your investments. Count on your advisor to:
ScotiaMcLeod Advisors offer a range of investment management solutions and advice to match your preferred level of participation and will execute, manage and monitor your investment portfolio according to your bespoke, personalized investment management plan.
- 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 positionsAccount transaction historyAccount statementsEquity quotes from Canadian and US marketsSimply 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.
From our roots as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service brokerage firm, offering a team of experienced investment professionals. Together we are dedicated to client service excellence – by offering informed investment advice and creative solutions.
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Who is Scotia wealth management?
Manage your wealth the way you want to. All investment goals are unique. So the plans and advice to meet them should be the same. It’s why Scotiabank offers a number of wealth management solutions that can be customized based on what type of investor you are and what you’re looking for.
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