Investment Services

RSPs

• contribute to your existing RSP
• add or change a pre-authorized contribution investment plan in the Daily Interest Savings component of your RSP
• set-up a pre-authorized contribution
  to new accounts
• view balance and details

Mutual Funds and GICs

• open a new registered or non-registered Scotia GIC or Scotia Mutual Fund account
• make contributions to your existing registered and non-registered Scotia GIC and Scotia Mutual Fund accounts
• Scotia Mutual Fund account balances and details
• Scotia GIC and Scotia Mutual Fund balances
• transfer funds within your existing Scotia Mutual Fund Account
• set-up or make changes to a Solo, Copilot, or Destination account
  

Brokerage Services

ScotiaMcLeod Direct Investing

If you're a self-managed investor and you value flexibility, convenience and low commissions, ScotiaMcLeod Direct Investing may be the online solution you need to:

• Buy and sell Canadian and U.S. equities, mutual funds, and options on major North American exchanges
• Obtain real-time and delayed detailed stock quotes
• Monitor levels of key indices (e.g. S&P/TSX Composite Index, Dow Jones Industrial Average, and NASDAQ)
• Check the status of your orders
• View and print the previous 12 months of online account statements
• Review professional equity, mutual fund, and fixed income research and news from industry-leading Canadian and U.S. sources, including Scotia Capital, Morningstar, and Recognia
• Set real-time stock alerts using a selection of different triggers
• Manage and transfer funds in real-time between your banking and brokerage accounts
• And much more...

To open an account, apply online; visit your nearest Scotiabank branch; or call 1-800-263-3430 to request an application package by mail.

ScotiaMcLeod

For investors seeking personalized advice, ScotiaMcLeod provides online services to enhance your working relationship with your ScotiaMcLeod advisor and allow you to:

• Review cash balances and security positions in your investment accounts
• Access to your transaction history and account statements
• Obtain equity quotes from Canadian and U.S. markets
• Review mutual fund data, market news and top-ranked research from Scotia Capital on selected equities, fixed income and mutual funds
• Access to your Annual Trading Summary and 'what if' portfolios
• Access to Scotia OnLine®  Financial Services

ScotiaMcLeod i:Partner

i:Partner offers all the benefits of a full-service account with the freedom and features of an online brokerage account by combining the expert advice and ongoing consultation of a ScotiaMcLeod advisor, the online Brokerage Services listed above, plus the ability to trade online.

We're here to answer your questions, anytime.

Please call 1-800-4-SCOTIA(1-800-472-6842)
or in the Toronto area, 416-701-7200.