Your ScotiaMcLeod Account

Handy tools and information to manage your account

Here are links to all sorts of useful information and forms to help you manage your ScotiaMcLeod account. If you have any questions or need help, please don't hesitate to contact one of our team members directly. We are here to help.

Open a New Account
Here you'll find the procedures for opening many of the most common accounts

Download Forms
We have made available electronic versions of the most common forms you'll need to administer your account. You will find everything you need to do transfers, address updates, investment changes, withdrawals, etc.

Get Online Account Access
Find out how to register for ScotiaMcLeod Online. You will be able to see your portfolio and transfer funds online. If you are also a Scotiabank client, you can do all your computer banking, as well.

Sign up to Get Your Statements Electronically
Scotia e-Records is available for clients with online access and gives you the ability to sort and retrieve investment documents easily through our secure internet service.

Sign up for The Managed Money Reporter Newsletter
Sign-up to receive The Spiess McGlade Team's free monthly e-newsletter. This is not a ghost written publication. We started writing this newsletter for out clients as a paper newsletter in 1984. Now an email newsletter, each month we write about timely topics of interest to our clients. We keep you up-to-date on what is going on in the markets and discuss financial planning, investing and tax-minimization strategies. Current Issue, Archives

Get Answers to Frequently Asked Questions

Interpret your statement
Having trouble figuring out your statement? See this handy statement guide for information on how to read your statement.

Find out about Fees
Nobody wants to pay more fees than they need to. See our Fees Schedule so you can plan your investments and transactions to minimize fees. If you are making a big change, you may want to give us a call. We can help you figure out how to minimize the fees that may be applicable on a transfer of investments.

Payroll deduction FAQs
We get lots of questions about how payroll deductions from your employer get invested. We have created this handy Payroll FAQ page to answer the most common questions clients have.