Every direct investor’s dream

Scotia iTRADE® has everything you need to invest in one place.

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New clients get up to $4,000 cash and $4.99 stock and ETF commission pricing by opening and funding a new account*.

Quick access to real-time market research^†, personalized notifications, new mobile app… Scotia iTRADE is the stuff investor’s dreams are made of.

To top it all off, now you can take advantage of our offer.

What you need to do

Step 1

Open an account by March 1, 2024 using offer code WC24.

Step 2

Fund the account with the qualifying amount by March 31, 2024.

Step 3

Hold your funds in your account until June 30, 2024.

What you will receive

Reduced commission pricing

If you qualify, $4.99 stock and ETF commission pricing will be available until June 30, 2024.

Cash reward

Receive your cash by July 31, 2024.

The more you invest, the more you can receive^*.

Qualifying Amount	Reward
Qualifying Amount	Cash	$4.99 commission pricing	Free access to Trade Pro
$1,000 - $4,999	$50	√	-
$5,000 - $24,999	$100	√	-
$25,000 - $49,999	$150	√	-
$50,000 - $99,999	$200	√	-
$100,000 - $249,999	$500	√	-
$250,000 - $499,999	$500	√	√
$500,000 - $999,999	$1,200	√	√
$1,000,000 - $1,999,999	$2,300	√	√
$2,000,000 +	$4,000	√	√

Do you have any questions?

If you would like to be contacted by Scotia iTRADE about this offer, please complete and submit this form. Alternatively, call 1-888-769-3723 (Monday - Friday, 8:30 a.m. - 5:30 p.m. ET).

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Exclusive programs and special offers

Commission-free ETFs¹

Balance your portfolio by diversifying. Get $0 commission on an extensive selection of ETFs².

Explore our range of ETFs

Trade Pro

Advanced, customizable and powerful tools for complete control of your online trading. Trade Pro is a premium online trading platform with powerful tools for equity and options trading so you benefit from complete control, flexibility and in-depth analysis when making your trades and investments.

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Legal

*

Conditions apply. Offer valid for new Scotia iTRADE® clients and applies to new accounts.

If you
(i) open and enroll in this offer with one or more new Scotia iTRADE account(s) (each, a “New Account”) by March 1, 2024 and fund the New Account(s) by March 31, 2024 with at least the equivalent of CAD $1,000/$5,000/$25,000/$50,000/$100,000/$250,000/$500,000/$1,000,000/$2,000,000 with net new value in cash or/and assets (cheque deposit, electronic funds transfer or transfer of assets) (“Qualifying Amount”) from an account that is not held at Scotia iTRADE and

(ii) then maintain the Qualifying Amount in assets that you deposited in your New Account(s) (subject to the Qualifying Amount calculation condition) during the entire period between March 31, 2024 and June 30, 2024

then

CAD $50/$100/$150/$200/$500/$500/$1,200/$2,300/$4,000 (respectively, based on the Qualifying Amount funded, subject to the Qualifying Amount calculation condition) will be deposited directly into your applicable account by July 31, 2024. The rebate will be deposited into your non-registered account, and if you don’t have non-registered accounts then into your registered account.

If you fund your New Account with the equivalent of CAD $1,000 or more by March 31, 2024 then in addition to the cash reward you will also receive commission pricing of $4.99 flat per Canadian or U.S. equities/ ETF trade and $4.99 + $1.25/contract for each options trade in your New Account(s) until June 30, 2024. New qualification status will be effective weekly on the earlier of every Monday starting on November 20, 2023 to April 3, 2024 after you satisfy all the eligibility requirements for this offer. If you already qualify for the commission of $4.99 per trade, your entitlement will not be affected by this offer.

And

If you fund your New Account with the equivalent of CAD $250,000 or more by March 31, 2024 you will also qualify for free access to Trade Pro. To qualify you must have at least $250,000 in combined Scotia iTRADE account assets. New qualification status will be effective on the 10th business day after the calendar quarter when the requirement for asset value has been satisfied. You will also qualify in the calendar quarter after the quarter when new qualification status became effective (the "Subsequent Quarter"). If the requirements for an asset value are satisfied in the Subsequent Quarter, you will retain your qualification status in the quarter following the Subsequent Quarter. Otherwise, you will need to re-qualify after the end of the Subsequent Quarter

Qualifying Amount calculation condition: Qualification will be based on combined net new assets in all eligible accounts held by a client. If you withdraw or transfer out assets from any of your Scotia iTRADE accounts at any time during the period between November 1, 2023 and June 30, 2024, the amounts of such assets will be subtracted from the value of your Qualifying Assets for the purposes of determining your entitlement for the specific tier of cash reward, for the $4.99 commission pricing on stock and ETF trades and for free access to Trade Pro.

New clients opening a new account must enter the promotional code WC24 for the cash and $4.99 stock and ETF commission pricing offer (if applicable) when submitting the New Account application to enroll by March 1, 2024.

Non-personal accounts have to be enrolled separately from personal accounts.

Once you enroll one or more new personal account(s) all your Scotia iTRADE personal accounts will be considered to be enrolled for the purpose of the Qualifying Amount calculation condition.

Once you enroll one or more new non-personal account(s) all your Scotia iTRADE non-personal accounts will be considered to be enrolled for the purpose of the Qualifying Amount calculation condition.

Any request to enroll received after March 1, 2024 will not qualify for this promotion. To qualify for this offer, you must maintain all of your accounts at Scotia iTRADE in good standing, not be in a disallowed debit position and not have any outstanding margin calls due. This offer has no cash redemption value. This offer cannot be transferred or combined with StartRight and Affinity offers.

Limited to one offer per client for all such client’s personal accounts and one offer per client for all such client’s non-personal accounts. In case of joint account(s) only the primary account holder will be entitled to receive cash back, $4.99 commission pricing and free access to Trade Pro, as applicable.

Scotia iTRADE reserves the right to charge you all or part of the reduction in the rate of commission per trade, if the conditions of the offer, including but not limited to, the requirement to maintain the appropriate Qualifying Amount in your New Account(s) during the Qualifying Period, are not complied with. Scotia iTRADE reserves the right to modify and/or cancel this offer at any time without notice in its sole discretion.

†

All research, analysis, charting, estimates, commentary, information, data, opinions and news (collectively, the "Research") is provided to you for general informational purposes only and does not address the circumstances of any particular investor. Except for Scotiabank Global Banking and Markets 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. Scotiabank Global Banking and Markets research is provided by 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 iTRADE 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 iTRADE. 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. 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.

1

Refers to Scotia iTRADE's brokerage commission for online trade execution only. Does not take into account fees, charges, expenses or commissions imposed by the fund companies, all of which can be associated with ETF investments. You should carefully consider the fund's investment objectives, risks, fees, charges, expenses and commissions before investing. The prospectus contains this and other important information about the fund. Please read the prospectus carefully before investing. Funds are not guaranteed, their values change frequently and past performance may not be repeated. In order to qualify for our "commission-free ETFs" offer ("Eligible ETFs") trades of Eligible ETFs must be placed online or by phone via Teletrader. You will be charged our regular equity commission depending on the pricing tier for which you qualify (see online fee schedule) on the sale of any Eligible ETFs held for less than 1 business day. Add $65.00 for telephone representative-assisted trades. Scotia iTRADE reserves the right to modify or cancel this offer at any time without notice.