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A full complement of support services is available through ScotiaMcLeod Direct Investing - from our regular Pre-Authorized Contribution Investment Plans, Systematic Withdrawal Plans and Dividend Reinvestment Plans to our Special Handling Desk.
Take advantage of these offerings to help you reach your investment goals more effectively:
Scotia Select Service
Scotia Select Service is a premium service available to qualified ScotiaMcLeod Direct Investing® clients*. If you're an active investor, you may be entitled to exclusive benefits and commission savings of up to 50%. Find out more.
Chinese Services
ScotiaMcLeod Direct Investing is pleased to offer Chinese Services to serve the needs of Cantonese- and Mandarin-speaking clients.
Our team of experienced investment representatives is available during market hours to provide full trading support and client service.
Online clients will enjoy access to real-time Chinese News and Information [PDF: 289 kb] from Dow Jones & Co. Chinese help text is also available online.
View our Schedule of Fees and Commissions [PDF: 1,171 kb].
For more information about our Chinese Services, please call us toll-free at 1 877 662-3838 or view our online brochure [PDF: 632 kb]
Please Note: You require the Adobe® Reader® (version 4.0 or higher) to view the brochure. If you do not have the Reader, you can download it for free from the Adobe website.
Sounding Board TM Service
Sounding Board is an innovative online service which can help you ensure your portfolio is optimally constructed to meet your individual needs. By completing a questionnaire about your life stage, attitude toward risk, and investment time frame, we can provide you with a framework for constructing your portfolio. We'll also give you a detailed breakdown of your current holdings so that you can compare your current portfolio to the framework provided.
In your report, you'll find a full discussion of the key investment principles that guide successful portfolio development - principles that can help reduce risk, while enhancing the potential for higher return.
Pre-Authorized Contributions (PAC)
Want to make your money work harder for you by taking advantage of dollar-cost averaging? Through our Pre-Authorized Contribution service, you can invest in eligible mutual funds on a regular basis.
You don't have to worry about remembering to write a cheque or transfer between accounts - we take care of it for you.
Most mutual funds are available for purchase in Registered and Non-Registered accounts using our PAC service. Registered accounts are also eligible for cash PACs.
Dividend Reinvestment Plan (DRIP)
If you want to automatically reinvest your dividends so you can reap the benefits of dollar-cost averaging and compounded growth, our Dividend Reinvestment Plan (DRIP) is for you.
With a DRIP, you can use cash dividends from eligible securities to automatically purchase additional shares or units.
Systematic Withdrawal Plan (SWP)
Our Systematic Withdrawal Plans allow you to automatically redeem units of eligible mutual funds on a regular basis. A SWP offers an excellent way to supplement your monthly income or meet minimum RIF payment requirements.
Transferring Funds and Securities
ScotiaMcLeod Direct Investing offers you a variety of ways to move your money and securities in and out of your brokerage and banking accounts - so you can settle your trades, make your RRSP contributions, and better manage your finances whenever and however you want. Find out more.
Automatic Deposit of Interest and Dividends
ScotiaMcLeod Direct Investing offers a convenient method to receive income earned on your investments. Through this free monthly deposit service, your interest and dividend income are automatically deposited into your Scotiabank account.
Special Handling Desk
The ScotiaMcLeod Direct Investing Special Handling Desk is a dedicated phone line for transactions that require particular treatment, such as those involving New Issues, IPOs, and Employee Stock Options and company reorganizations.
Company Stock Option Exercise Service
If you are an employee holding company stock options, let ScotiaMcLeod Direct Investing help you manage them. We provide services for both "cashless" options exercise and "buy and holds". We can also assist you with the following:
- Financing the purchase associated with the exercise of your options
- Co-ordinating the delivery of your shares with your employer
- A holding account for the shares purchased by the exercise
- Trading of the resulting share position and settlement proceeds
- Delivery of settlement proceeds into an online investing account for subsequent use
- Online cash management through Scotiabank
Financial Tools
Financial tools available through Scotiabank offer a wealth of insight to assist you in making the appropriate financial decisions. From the Scotia RRSP Reality Check to the Net Worth Calculator, our interactive online tools are designed to help you clarify what your goals are - and how to achieve them.
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