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  1. 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.

  2. Client Services. Toll-Free (Canada/USA) Monday – Friday (8:00 a.m. – 8:00 p.m. ET) 1-888-TRADE88 (1-888-872-3388) Outside Canada or USA 416-214-6457. Client Onboarding & New Accounts. Toll-Free (Canada/USA) Monday – Friday. (8:30 a.m. – 5:30 p.m. ET) 1-888-769-3723. Automated Scotia iTRADE Teletrader TM Client Service. 24/7.

  3. Fulfil your banking needs 24 hours a day, 7 days a week with our toll-free number. 1-800-4SCOTIA (1-800-472-6842) (416) 701-7200 (Greater Toronto/outside Canada and USA, call collect through your local operator)

  4. Contact us. Trade and direct invest online. Our powerful online trading platform is easy to use, plus you’ll gain access to in depth analysis, research, tips, and much more. Learn more. 1 of 2. How to open a Scotia iTRADE® account? Opening an account is easy and takes about 15 minutes.

  5. Transfer Authorization for Registered Investments. CA63. (RSP, LIRA, LRSP, RIF, LRIF, LIF, RLIF) This form can be used for RSP to RSP transfers (except for transfers due to death and transfers due to marital break-up), RSP to RIF transfers and RIF to RIF transfers and TFSA to TFSA transfers.

  6. Our top rated research centre offers you access to a wide range of equity and mutual fund reports from ScotiaMcLeod and Scotiabank's Global Banking and Markets division, plus third-party reports from Financial Post and Morningstar.

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  8. If you have questions about the service charges on your account please call us at 1(800) 4SCOTIA (1-800-472-6842) or visit your branch for more information. How do I register for Scotia OnLine? Personal banking customers

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