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  1. ScotiaMcLeod® online. 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.

    • Business owners

      Borrowing to invest strategies. Most business owners are...

    • ScotiaMcLeod®

      From our roots in 1921 as a trusted source of investment...

    • 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 positions
    Account transaction history
    Account statements
    Equity quotes from Canadian and US markets

    Simply 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.

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  3. ScotiaMcLeod Online Banking. We are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service, Scotia OnLine®. Access ScotiaOnLine. Welcome to the Scotia Wealth Management client resource centre. Explore various forms and documents for your needs.

  4. To access your ScotiaMcLeod account documentation, please enter your last name below, as well as the reference number your Advisor Team provided to you. All fields marked with an asterisk (*) are required.

  5. Feb 4, 2022 · 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 ...

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