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.
Upcoming Changes in 2022:
After March 1st, 2022 only mutual funds without trailer fees will be available for purchase on the Scotia iTRADE platform.
After March 1st, 2022 if you hold mutual funds you may notice buy and sell activity within your account. This is due to Scotia iTRADE or mutual fund companies switching, on your behalf, any mutual fund series with trailer fees into another series of the same mutual fund without trailer fees.
Additional Information: These transactions will show up online within your Scotia iTRADE account in your transaction history and display in your transaction history on your account statement in the month when they occur.
To help you understand the timing of mutual fund companies switching self-directed investors into mutual funds without trailer fees we have posted the table below that details the applicable fund company and the estimated timing of mutual fund switches*.
After June 1st, 2022 only mutual funds without trailer fees will be permitted to be held in your Scotia iTRADE account.
Information about Mutual Fund Pricing Changes
At Scotia iTRADE, we offer convenient, fast access to all your accounts with one sign on. We offer a wide selection of investments including mutual fund options to meet your investment needs, as well as a variety of tools, research, and resources to help you invest with confidence as a self-directed investor. As of June 3, 2022, Scotia iTRADE is introducing a commission on mutual fund transactions.
|Updated Mutual Fund Commission effective June 3, 2022|
|Mutual Fund Commission||$9.99 per trade, including switches|
|Money Market and Investment Savings Account (ISA)||No Charge|
For more information, please visit: https://www.scotiaitrade.com/en/home/pricing-fees.html
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.
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.