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.

Here's a look at some of the key features that are currently available:

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.

Account Statements

Current and past account statements are available in PDF format. Statements are provided monthly or quarterly, depending on your account activity, and archives are stored for up to seven years.

Account History

The Account History feature will allow you to view transactions for up to 30 months with advanced filtering and sorting options, and also export your data to other programs, such as Excel.

Annual Trading Summary

Obtain an annual summary of all your trading activity in non-registered accounts to help simplify your tax preparation.

Research

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. You can also obtain real-time stock quotes, company news, earnings announcements and analyst ratings. Additional online tools allow you to generate custom charts or screen stocks and mutual funds.

Paperless Record Keeping

Your ScotiaMcLeod Trade Confirmations, Monthly Statements and Annual Trading Summaries can all be accessed securely and conveniently. Simplify your record keeping and enjoy these benefits:

  • View, save or print for complete convenience
  • All documents available in PDF – readily available and free software
  • Archival for a 7-year period
  • Receive your documents earlier than through the mail
  • No filing or lost documents

Security

We are committed to providing you with a secure online environment. In addition to password protection, ScotiaMcLeod Online employs the latest in encryption standards to protect your information.

Paperless Record Keeping Guide (292 kb)

ScotiaMcLeod Advisor

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