Mutual Fund Functions on Scotia OnLine

Click on any of the topics below for more information on how to manage your mutual funds via Scotia OnLine:

Monitor your ScotiaFunds Holdings

To see your ScotiaFund details:

  1. Sign on to Scotia OnLine.
  2. From your Account Summary page, click on the ScotiaFunds you wish to view.

After Step 2 above you will see your ScotiaFund details displayed on-screen.

Open a new SSI Investment Account and purchase ScotiaFunds

To open a new TFSA, registered, or non-registered SSI Investment Account and purchase ScotiaFunds:

  1. Sign on to Scotia OnLine.
  2. Click the "Apply for more banking products" link located above the "Balance" column on your Account Summary page.
  3. Go to Investment and Wealth Services>Mutual Funds.
  4. Click the "Learn More" link located at the end of the first bullet point.
  5. Click on the type of account you'd like to open (RRSP, TFSA, or Non-Registered) and follow the on-screen instructions.

Purchase ScotiaFunds in your Existing SSI Investment Account

To purchase ScotiaFunds in your existing TFSA, registered or non-registered SSI Investment Account:

  1. Sign on to Scotia OnLine.
  2. Click on the investment account to which you wish to contribute
  3. Click the "Make Contribution" button located on the lower right-hand side of the page and follow the on-screen instructions.

Switch between ScotiaFunds in your Existing SSI Investment Account

To switch between ScotiaFunds (e.g., from the Canadian Balanced Fund to the Canadian Income Fund) in your existing SSI Investment Account:

  1. Sign on to Scotia OnLine.
  2. Go to Manage My Accounts>Additional Services>Scotia Investments.
  3. Select the investment account via the drop-down menu located under the "Mutual Fund Switch" heading.
  4. Click the "Continue" button and follow the on-screen instructions.

Already a Scotiabank Customer?

If you're a Scotiabank customer, all you need to start investing online is a ScotiaCard® and a recent internet browser to activate Scotia OnLine.

Not a Scotiabank Customer?

In order to invest online using Scotia OnLine, the first thing to do is to open a Scotiabank day-to-day banking account. We make it easy, simply: