Whenever you contact us, you can expect premium service. We're happy to help with trading inquiries, account opening, asset transfers and answering any technical support questions you may have.
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Most popular questions
Once you open an account, we will add the bank account you provide to the transfer funds menu so you can deposit or withdraw funds online by logging onto the Scotia iTRADE website.
To add additional bank accounts to your profile, including non-Scotiabank accounts, simply send us the Easy Transfer Form, and a void cheque with your name pre-printed on it.
Other methods of Deposit include Bill Payments, Cheques, and Wires, while withdrawals can be processed via Cheque or Wire. For full details, visit our Help Centre.
If all of your documents are in good order, the transfer should take no longer than 45 business days from the time the transfer is initiated. This regulation applies to transferring brokers only; banks and trusts are not subject to this restriction. Standard processing time is 4-5 weeks. ATON* firms (Account Transfer Online Notification Systems) take 10-15 business days from the time the delivering institution receives instructions, assuming the account was approved.
Transfer process guidelines
|ATON Transfers (Account Transfer Online Notifications System)||10-15 business days from the time the delivering institution receives instructions, assuming the account was approved|
|Non-ATON Transfers||30 business days from the time the delivering institution receives notification, assuming the account was approved|
|Mutual Fund Transfers (ATON and non-ATON)||30 business days from the time the delivering institution receives notification, assuming the account was approved|
If applying online or in-branch, you will receive an account number when you complete your application, which you can use to contact us regarding the status of your account. If applying by mail, please allow 3-5 weeks for your application to be processed.
Alternatively, contact us directly at 1-888-872-3388.
There is no cost to open an account. You can view our fee schedule here./
The CRA sends out a T1 Notice of Assessment each year to notify you of your contribution limit for the year. Alternatively, you may contact the CRA directly at 1-800-959-8281 as our representatives do not have access to this information. To view how your contribution limit is determined, see this link from the CRA website.
To Update your mailing address click on Manage My Accounts -> Profile -> Update (next to Primary Address).
To update your e-mail address, click on Manage My Accounts -> Profile -> Update (next to E-mail).
If you held Mutual Funds or Trust Units, which declared distributions paid, a T3 will be mailed to you by April 2nd.
If you received dividends or interest, a T5 will be mailed to you on or before Feb 28th.
For RRSP contributions made during the first 60 days of the year, a receipt will be mailed to you the next business day. For contributions made during the remainder of the year, a receipt will be mailed the second week of January the following year.
Should you have any additional questions, you can reach us at 1-888-872-3388 weekdays from 8 a.m. to 9 p.m. EST and weekends from 8 a.m. to 6 p.m. EST. General e-mail inquiries can be sent to firstname.lastname@example.org.
Also, Within Scotia OnLine you can visit "Help" to answer your inquiries.
Or would you like to learn more about:
- * ATON transfer firms include the following companies: Read More
- # Company
- 1 HSBC JAMES CAPEL
- 2 BERKSHIRE SECURITIES
- 3 CALDWELL SECURITIES
- 4 CANACORD CAPITAL
- 5 CHARLES SCHWABB
- 6 DUNDEE SECURITIES
- 7 DARIER HENTSCH
- 8 RBC DOMINION
- 9 ECE ELECTRONIC CLEARING INC.
- 10 E3M INVESTMENTS
- 11 GOLDEN CAPITAL SEC.
- 12 TD WATERHOUSE
- 13 GLOBAL SECURITIES CORP.
- 14 GRIFFITHS MCBIRNEY
- 15 GEORGIA PACIFIC SECURITIES
- 16 HAYWOOD SECURUITES INC.
- 17 JONES GABLE
- 18 LAFFERTY HARWOOD & PARTNERS
- 19 BANQUE LAURENTIENNE DU CANADA
- 20 MAXUM
- 21 RAMPART SECURITIES
- 22 CANADIAN WESTERN CAPITAL
- 23 HSBC INVESTMENT DIRECT/MERRILL
- 24 MACDOUGALL, MACDOUGALL, MACTIER
- 25 GOEPEL MCDERMID
- 26 MERRILL LYNCH
- 27 PLACEMENT BANQUE NATIONALE
- 28 NBC
- 29 NESBITT BURNS
- 30 ODLUM BROWN
- 31 GROUPE OPTIONS RETRAITE INC
- 32 POLLITT & CO INC
- 33 PETERS & CO.
- 34 PICTET (CANADA) & CO. LTD
- 35 PACIFIC INTERNATIONAL SEC.
- 36 RESEARCH CAPITAL
- 37 ROGERS & PARTNERS
- 38 SCOTIA MCLEOD
- 39 SPROTT SECURITIES
- 40 TAURUS CAPITAL MARKETS
- 41 THOMPSON, KERNAGHAN
- 42 UNION SECURITIES
- 43 VALEURS MOBILIERS DESJARDINS
- 44 LATIMER (W.D.) CO LIMITED
- 45 CIBC WORLD MARKETS
- 46 WOLVERTON SECURITIES
- 47 YORKTON SECURITIES