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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

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  2. 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.

  3. 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.

  4. Find and download information and forms for ScotiaMcLeod and International Investment Advisory. Access investment management account documents Pinnacle program and Pinnacle portfolios

  5. As you prepare to review tax slips for your investment accounts, you may use the checklist below to determine if you have all your tax slips before filing your 2020 taxes.

  6. However, you can now choose to receive your tax documents electronically via Scotia online or request a duplicate paper copy of your tax document through Scotia OnLines Communications Centre by selecting “Send a Message” with the subject as “RRSP GIC and Savings account”.

  7. How to set up and contribute to an RRSP, transferring funds, making withdrawals, receiving income, death of an RRSP annuitant, RRSP tax-free withdrawal schemes.

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