Mutual Funds

Choose from a wide selection of mutual fund investments

An easier way to invest in mutual funds.

Get access to all of the tools, research and resources you need to help you select mutual funds that match your investment goals by utilizing our Mutual Fund Screener, Performance and/or Comparison Tools.

Long term investing 

Follow this simple, step-by-step process to help build a diversified mutual funds portfolio for your long-term investments. 

1. Determine your asset allocation 

Research has shown that how you spread your money among stocks, bonds, and cash can be more important than the individual securities you choose. Use our asset allocation tool (sign in required) to get a model portfolio based on your financial goals, risk tolerance, and time horizon. 

2. Customize your fund search

To narrow your mutual fund choices you can use the fund screener (sign in required) to tailor your search using criteria that you care most about. The screener allows you to filter by many criteria including fund style and performance. 

3. Do your research 

Once you have a list of contenders, you can look at detailed information for each of the funds we offer, including a Fund Profile, Holding Details, Ratings & Risk, and Performance. Be sure to carefully read the prospectus for each fund you are considering. 

4. Place your trade 

Just enter the fund symbol and the amount you wish to invest to place your trade. 

Helpful articles and videos

Understanding Mutual funds

Learn more about the potential benefits and the different types of mutual funds available from Scotia iTRADE. 

Learning about Mutual funds costs 

Find out more about the different charges associated and how they relate to different mutual funds series. 

Investment risks you should know about 

Learn about the many different types of risk that can affect your investment strategy. 

Additional resources

Whenever you log on to your account, you'll enjoy complete access to all the resources available to Scotia iTRADE clients.

  • Fund charts 
    Customize fund comparison graphs and historical charts.
  • Mutual fund screener  
    Identify funds that meet your specific investment needs.
  • Asset allocation models 
    Compare a hypothetical asset allocation model with your current portfolio mix.


Frequently asked questions

Start investing with Scotia iTRADE today