Transfer Authorization Request
We've made transferring an account from another Financial Institution
as easy as can be.
Take a questionnaire
Review your personal information and provide transfer details and information of the Financial Institution you are transferring from.
Review instructions and make edits as necessary.
Once you have completed the questionnaire and reviewed your information, print and sign the form. Mail it to us and we will complete the transfer.
Be sure to include a copy of your most recent statement from the Financial Institution you are transferring from.
You can begin your transfer request through one of two options.
Transfer to an existing Scotia iTRADE account
Log in to Scotia OnLine and select an existing account to transfer to. We will pre-populate the form with all your personal information. All you need to do is tell us the information of the Financial Institution you are transferring from and what you would like to transfer. This will take you no more than 10 minutes.