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 or transfer money to Scotia iTRADE

Transferring money to Scotia iTRADE® is simple. Explore three options to learn how to add money from a Scotiabank account or another financial institution. 

How to make a RRSP contribution 

Make your RRSP contribution online with this step by step guide.  The 2025 RRSP contribution limit is 18%, to a maximum of $32,490. 

How to place a trade on Scotia iTRADE

Are you considering placing a trade? You can buy or sell investments on Scotia iTRADE® by following these simple steps. Understand price types and order types here. 

Online self-serve features

Trading

Online activity

Scotia® online (classic experience) site navigation

Learning & support

How to place a stock trade

In the classic Scotia online experience, go to Accounts > Trade > Select account.

In the new Scotia online experience, go to iTRADE > Trade > Stocks & ETFs.

How to place a trade on Scotia iTRADE

Move money & securities

Online activity

Scotia® online (classic experience) site navigation

Learning & support

Making a transfer/contribution

In the classic Scotia® online experience, go to Accounts > Transfers > Select from account.

In the new Scotia online experience, go to Move Money tab > Transfer Between Accounts > Select from account.

How to transfer/contribute to your Scotia iTRADE Account(s)

Transfer an Account from another institution (including a Scotiabank branch)

Accounts > Transfers > Transferan account from another institution

_

Making a Withdrawal or F/X (Currency Conversion)

In the classic Scotia® online experience, 

Non-Registered Account: Accounts > Transfers > Select From Account

Registered Account (RSP & TFSA Only): Accounts > Transfers > Registered Withdrawals or Currency Conversion > Select From Account

In the new Scotia® online experience, 

Non-registered and TFSA only: Move Money tab > Transfer Between Accounts > Select From Account with chosen currency position


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

_

Maintenance & servicing requests

Online activity

Scotia® online (classic experience) site navigation

Learning & support

How to enroll/open a U.S. Registered Account

Accounts > Manage My Accounts > Scotia ITRADE > Service Request > Enroll

FAQ’s Can I Trade U.S. Securities in Registered Accounts?

Access Online Documents (includes Statements, Tax, & Trade Confirms)

In the classic Scotia online experience, go to Accounts > Documents (e.g. Statements) or Accounts > Tax Documents

Alternative: Communications Centre > Documents or Communications Centre > Tax Documents

In the new Scotia online experience, click on the three-bar menu on the top right corner of your screen > Documents > Review iTRADE and Wealth Statements or Tax documents

_

Enroll a security in a Dividend Reinvestment Program (DRIP)

In the classic Scotia online experience, go to Accounts > Manage My Accounts > Additional Services > Scotia iTRADE > Service Request > Security Requests > Manage DRIP/DPP Enrollment

In the new Scotia online experience, click on the three-bar menu on the top right corner of your screen > Profile and Settings > Settings > Manage > DRIP/DPP enrolment > Manage

FAQ’s How to enroll in a DRIP

Access to Forms & Applications

Accounts > Account Forms & Services

Alternative: Manage My Accounts > Additional Services > Scotia iTRADE > Forms Library

Forms Library

Manage Stock Alerts & Notifications

In the classic Scotia online experience, go to Accounts > Quotes & Research > Alerts

In the new Scotia online experience, go to iTRADE > Watchlists > Alerts centre. 

Alternative: click on the three-bar menu on the top right corner of your screen> Profile & Settings > Manage Settings > Manage iTRADE Alerts

iTRADE ‘How To…’ Videos - Alerts

Ways to help your investments

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 withdrawal

Learn how to make cash and in-kind RSP de-registrations or TFSA withdrawals.

Education is just a click away

Whether you're a first time investor or experienced trader, you can access free educational resources2 on a broad range of topics to help enhance your investment knowledge. 

Helpful articles and videos

Maximizing Alerts

Stay ahead of the market – set up alerts by logging onto Scotia® online today!

Account opening tips

If you're new to Scotiabank® and Scotia iTRADE®, this document has tips to help make the account opening process easier.

Compare your account options

Use this helpful account comparison to determine the best account option to meet your needs.

Get quick access to trending resources

Frequently asked questions 

Get answers to common questions and concerns. 

Forms library

Simply download the forms you need from our library. 

Glossary

Not sure about some of the trading terms and language? Refer to our glossary list for definitions of trading terms. 

Investment Account Management tools to help you gain a greater understanding of your account(s) and how well your stocks are performing

Start investing with Scotia iTRADE today