How to... 
    Make it Happen.


The help you need at your own pace.

Gain investing confidence and make the most of the tools and resources available from Scotia iTRADE.

Quick Access to:

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Most frequently asked tips:

How to place your first trade

Length 2:40

Discover quick and simple trading with Scotia OnLine.

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3 ways to transfer funds:

1. From another financial institution bank account: Use our simple Electronic Funds Transfer (EFT) form.  
2. From another financial institution investment account: Make a Transfer Authorization Request.  
3. From your Scotiabank® accounts using the transfers tab in Scotia OnLine®.

How to make a contribution

The 2018 RRSP contribution deadline is March 1, 2019, so make your contribution online with this step by step guide. The 2018 RRSP contribution limit is 18%, to a maximum of $26,230.

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How to make a withdrawal

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

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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.


Open an Account
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.

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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.

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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.

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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.

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How to use our powerful platforms:



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