Customer Service

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

To request to have your login password or access code reset please call Scotia Online Customer service at 1-800-472-6842 Option 3 then 1.

To change your password online.

Forgot your password?

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 service@scotiaitrade.com.

Also, Within Scotia OnLine you can visit "Help" to answer your inquiries.