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- 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 community by using our advisor locator.
help.scotiabank.com/article/how-do-i-open-an-account-with-scotiamcleodHow do I open an account with ScotiaMcLeod? - Scotiabank Help ...
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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 ...
Smart, secure access on the go. We’re pleased to announce the launch of the new Scotia Wealth Management mobile app, designed exclusively for ScotiaMcLeod clients. Learn more. Tell us how you envision your future, we’ve got an investment management service and solution for it.
Account summaries and details. 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.
You'll have a dedicated financial advisor who takes the time to understand your full financial picture: trusts, estate, investments, borrowing and banking. They'll assemble an appropriate team of professionals, each with a different area of financial expertise.
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.
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®. Welcome to the Scotia Wealth Management client resource centre. Explore various forms and documents for your needs.
Your ScotiaMcLeod Wealth Advisor will work carefully with you to determine which types of investments meet your needs, your ambitions and your risk tolerance, from fixed income and equities, to mutual funds and ETFs. ScotiaMcLeod also offers a strong level of expertise in Gold and Precious Metals.
