How to Make it Happen
Gain investing confidence and make the most of the tools and resources available from Scotia iTRADE®
How To Use Scotia iTRADE?
How to open a Scotia iTRADE account?
Opening an account is easy and takes about 15 minutes. Our helpful tips & checklist below could help make the process easier for you.
How to add funds or transfer money to Scotia iTRADE?
Transferring funds to Scotia iTRADE® is simple. Explore three options to learn how to add funds from a Scotiabank Account or another financial institution.
How to make a contribution
Make your RRSP contribution online with this step by step guide. The 2020 RRSP contribution limit is 18%, to a maximum of $27,230.
How to place a trade on Scotia iTRADE?
Are you considering placing a trade? You can buy or sell stocks on Scotia iTRADE® by following these simple steps. Understand price types and order types here.
Online Self-Serve Features
ONLINE ACTIVITY |
SCOTIAONLINE SITE NAVIGATION |
LEARNING & SUPPORT |
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TRADING |
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How to Place a Stock Trade |
Accounts>Trade>Select Account |
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MOVE MONEY & SECURITIES |
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Making a Transfer/Contribution |
Accounts>Transfers>Select From Account |
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Transfer an Account from another institution (including a Scotiabank branch) |
Accounts> Transfers> Transfer an account from another institution |
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Making a Withdrawal or F/X (Currency Conversion) |
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Non-Registered Account: How to Transfer from your iTRADE account Registered Account: How to withdraw from your iTrade Account(s) |
Move Securities between accounts (note: Applies to Non-Registered Accounts Only) |
Accounts>Transfers>Transfer Securities>Select from Account Alternative: Manage My Accounts> Additional Services> Scotia iTRADE> Service Request>Security Requests |
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MAINTENANCE & SERVICING REQUESTS |
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How to enroll/open a U.S. Registered Account |
Accounts>Manage My Accounts>Scotia ITRADE>Service Request>Enroll |
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Access Online Documents (includes Statements, Tax, & Trade Confirms) |
Accounts>Documents (e.g. Statements) or Accounts>Tax Documents Alternative: Communications Centre> Documents or Communications Centre> Tax Documents |
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Enroll a security in a Dividend Reinvestment Program (DRIP) |
Accounts>Manage My Accounts>Additional Services> Scotia iTRADE> Service Request> Security Requests>Manage DRIP/DPP Enrollment |
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Access to Forms & Applications |
Accounts>Account Forms & Services Alternative: Manage My Accounts> Additional Services> Scotia iTRADE> Forms Library |
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Manage Stock Alerts & Notifications |
Accounts>Quotes & Research>Alerts |
iTRADE ‘How To…’ Videos - Alerts |
Get Quick Access to Trending Resources
Frequently Asked Questions
Get answers to common questions and concerns.
Glossary
Not sure about some of the trading terms and language? Refer to our glossary list for definitions of trading terms.
Forms Library
Simply download the forms you need from our library.
Most frequently asked tips:
How to place your first trade
Length 2:40
Discover quick and simple trading with Scotia OnLine.
Get self-started with our how-to videos
Boost your investing know-how and trade with confidence - watch our educational videos*
How to make a contribution
Make your RRSP contribution online with this step by step guide. The 2021 RRSP contribution limit is 18%, to a maximum of $27,830.
How to make a withdrawal
Learn how to make cash and in-kind RSP de-registrations or TFSA withdrawals.
Tips to get started:
Account opening tips
If you're new to Scotiabank and Scotia iTRADE, this document has tips to help make the account opening process easier.
Download [PDF: 127Kb]
Investment Account Management Tools
Access a host of tools that can help you gain a greater understanding of your account(s) and how well your stocks are performing.
Education is just a click away
Whether you're a first time investor or experienced trader, you can access free education2 on a broad range of topics to help enhance your skills.
Helpful tools and resources:
How to use Quotes & Research1
Length 1:43
Optimize your investment decisions by learning more about Quotes & Research, and our equities screener.
Learn how to maximize alerts
Set up watchlists and market alerts on your account to help you track the market.
Learn how sustainable investing tools work
Length 2:20
Discover Canada’s first sustainable investing tools for direct investors that helps you combine your financial investments with positive societal impact.
How to use our powerful platforms:
All research, analysis, charting, reports, estimates, commentary, information, strategies, data, opinions and news (collectively, the "Research") are provided to you for general informational purposes only and do not address the circumstances of any particular investor. Except for Scotia Capital research, all Research has been prepared and supplied by independent third parties that are not affiliated with Scotia Capital Inc. or any of its affiliates, and accordingly may not have been, and no representation is made that such Research has been, prepared in accordance with Canadian disclosure requirements. Neither the Research nor the profiles of the third party research providers have been endorsed or approved by Scotia Capital Inc., and Scotia Capital Inc. is not responsible for the content thereof or for any third party products or services. Scotia Capital research is provided by Scotia Capital Inc. Scotia iTRADE is a division of Scotia Capital Inc. Scotia Capital Inc. and/or its affiliates may have acted as financial advisor and/or underwriter for certain of the corporations mentioned in the Research and may have received and may receive remuneration for same. Scotia Capital Inc., its affiliates and/or their respective officers, directors and/or employees may from time to time acquire, hold or sell securities mentioned as principal or agent. Nothing in the Research constitutes a recommendation by Scotia Capital Inc. to buy, sell or hold any security discussed therein, and the Research neither is, nor should be construed, as an offer, or a solicitation of an offer, to buy or sell securities by Scotia Capital Inc. Scotia Capital Inc. does not make any determination of your general investment needs and objectives, or provide advice or recommendations regarding the purchase or sale of any security, financial, legal, tax or accounting advice, or advice regarding the suitability or profitability of any particular investment or investment strategy. You will not solicit any such advice from Scotia iTRADE and in making investment decisions, you will consult with and rely upon your own advisors and not Scotia iTRADE. You are fully responsible for any investment decisions that you make and any profits or losses that may result. Any opinions, views, advice or other content provided by a third party are solely those of such third party, and Scotia Capital Inc. neither endorses nor accepts any liability in respect thereof. No endorsement or approval by Scotia Capital Inc. or any of its affiliates of any third party product, service, website or information is expressed or implied by any information, material or content contained in, available through, included with, linked to or referred to in the Research, on the Scotia iTRADE website or in any other Scotia iTRADE communication. Neither Scotia Capital Inc. nor its affiliates accept any liability for any investment loss arising from any use of the Research or its contents.
Unless otherwise expressly stated by Scotia iTRADE®, seminars, webinars and other educational tools and resources (collectively, "Content") are provided by independent third parties that are not affiliated with Scotia Capital Inc. or any of its affiliates. Scotia Capital Inc. and its affiliates neither endorse or approve nor are liable for any third party, third party products or services, third party Content, or investment loss arising from any use of the Content, including third party Content. Content is for general information and educational purposes only, is not intended to provide personal investment advice and does not take into account the specific objectives, personal, financial, legal or tax situation, or particular needs of any specific person. No information contained in the Content constitutes a recommendation by Scotia Capital Inc. to buy, hold or sell any security, financial product or instrument discussed therein. The information contained in the Content neither is nor should be construed as an offer or a solicitation of an offer by Scotia Capital Inc. to buy or sell securities. Scotia iTRADE does not make any determination of your general investment needs and objectives, or provide advice or recommendations regarding the purchase or sale of any security, financial, legal, tax or accounting advice, or advice regarding the suitability or profitability of any particular investment or investment strategy. You will not solicit any such advice from Scotia iTRADE and in making investment decisions you will consult with and rely upon your own advisors and not Scotia iTRADE and will seek your own professional advice regarding the appropriateness of implementing strategies before taking action. Scotia iTRADE does not provide investment advice or recommendations and you are fully responsible for your own investment decisions and any profits or losses that may result. Any information, data, opinions, views, advice, recommendations or other content provided by any third party are solely those of such third party and not of Scotia Capital Inc. or its affiliates, and Scotia Capital Inc. accepts no liability in respect thereof. No endorsement or approval by Scotia Capital Inc. or any of its affiliates of any third party product, service, website or information is expressed or implied by any information or material contained in or referred to in the Content, on the Scotia iTRADE website or in any other Scotia iTRADE communication. Scotia iTRADE is a division of Scotia Capital Inc.