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. 

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:  

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