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  2. New And Experienced Investors Should Consider These Top-Recommended Brokerages. These Top Brokerages Offer Tools For New Investors And Those With Years Of Experience.

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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. If you don’t recognize a charge or you’ve shared your personal or financial information with someone who seems suspicious, contact us as soon as possible so we can help. If you recognize the merchant or you’ve authorized the transaction, call 1-800-472-6842

  3. 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.

  4. 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.

  5. 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.

  6. 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.

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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.

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