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  1. How to open a Scotia iTRADE® account? Opening an account is easy and takes about 15 minutes. Our helpful tips & checklist below could help make the process easier for you.

  2. 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.

  3. www.scotiabank.com › ca › commonAccount application

    Account application. You must be a resident of Canada to open an account with ScotiaMcLeod Direct Investing. 1. Complete the account application on the following pages and attach a legible photocopy (both sides including expiration date) of one piece of identification for each Applicant and Trading Authority.

  4. May 22, 2024 · 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. You can find a ScotiaMcLeod advisor in your ...

  5. 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.

  6. 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.

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  8. Get up to $3,500 cash and $4.99 stock and ETF commission pricing by opening and funding a new account or funding an existing account*. Offer details. Webinar Series. The ETF Spotlight Series: Unleashing the potential of Exchange Traded Funds.

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