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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.
Jul 4, 2024 · If you currently receive digital statements for your investments, you can view and download your tax documents through online banking by going to the Communications Centre on your Accounts page.
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.
If you withdraw funds from a Registered Retirement Savings Plan (RRSP) you must add the amount of the withdrawal to your income. Tax is withheld from the withdrawal and remitted to the Canada Revenue Agency (CRA).
- 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.
Even if you have not received all of your RRSP contribution receipts, you must file your income tax and benefit return on time to avoid any penalties or interest. Your RRSP issuer can confirm your contribution amounts.
The Maclachlan Group ScotiaMcLeod®, a division of Scotia Capital Inc. RRSP quick facts. — Scotia Wealth Management. February 22, 2024. Here's what you need to know about RRSPs. Who can contribute to an RRSP? If you have earned income, you can contribute to an RRSP up until the year you turn 71.
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