How to make it happen
Gain investing confidence and make the most of the tools and resources available from Scotia iTRADE®
How to use Scotia iTRADE
How to open a Scotia iTRADE account
Opening an account is easy and takes about 15 minutes. Our helpful tips & checklist below could help make the process easier for you.
How to add or transfer money to Scotia iTRADE
Transferring money to Scotia iTRADE® is simple. Explore three options to learn how to add money from a Scotiabank account or another financial institution.
How to make a RRSP contribution
Make your RRSP contribution online with this step by step guide. The 2024 RRSP contribution limit is 18%, to a maximum of $31,560.
How to place a trade on Scotia iTRADE
Are you considering placing a trade? You can buy or sell investments on Scotia iTRADE® by following these simple steps. Understand price types and order types here.
Online self-serve features
Trading
Online activity |
Scotia OnLine (classic experience) site navigation |
Learning & support |
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How to place a stock trade |
Accounts>Trade>Select account |
Move money & securities
Online activity | Scotia OnLine (classic experience) site navigation | Learning & support |
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Making a transfer/contribution | Accounts>Transfers>Select from account | |
Transfer an Account from another institution (including a Scotiabank branch) | Accounts> Transfers> Transfer an account from another institution | _ |
Making a Withdrawal or F/X (Currency Conversion) |
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Registered Account: How to withdraw from your iTRADE Account(s) |
Move Securities between accounts (note: Applies to Non-Registered Accounts Only) | Accounts>Transfers>Transfer Securities>Select from Account Alternative: Manage My Accounts> Additional Services> Scotia iTRADE> Service Request>Security Requests | _ |
Maintenance & servicing requests
Online activity | Scotia OnLine (classic experience) site navigation | Learning & support |
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How to enroll/open a U.S. Registered Account | Accounts>Manage My Accounts>Scotia ITRADE>Service Request>Enroll | |
Access Online Documents (includes Statements, Tax, & Trade Confirms) | Accounts>Documents (e.g. Statements) or Accounts>Tax Documents Alternative: Communications Centre> Documents or Communications Centre> Tax Documents | _ |
Enroll a security in a Dividend Reinvestment Program (DRIP) | Accounts>Manage My Accounts>Additional Services> Scotia iTRADE> Service Request> Security Requests>Manage DRIP/DPP Enrollment | |
Access to Forms & Applications | Accounts>Account Forms & Services Alternative: Manage My Accounts> Additional Services> Scotia iTRADE> Forms Library | |
Manage Stock Alerts & Notifications | Accounts>Quotes & Research>Alerts | iTRADE ‘How To…’ Videos - Alerts |
Account opening tips
If you're new to Scotiabank and Scotia iTRADE, this document has tips to help make the account opening process easier
Ways to help your investments
Get self-started with our how-to videos
Boost your investing know-how and trade with confidence - watch our educational videos*
How to make a withdrawal
Learn how to make cash and in-kind RSP de-registrations or TFSA withdrawals.
How to make a RRSP contribution
Make your RRSP contribution online with this step by step guide. The 2024 RRSP contribution limit is 18%, to a maximum of $31,560.
Education is just a click away
Whether you're a first time investor or experienced trader, you can access free educational resources2 on a broad range of topics to help enhance your investment knowledge.
Helpful articles and videos
How to place your first trade
Discover quick and simple trading with Scotia OnLine.
How to use Quotes & Research1
Optimize your investment decisions by learning more about Quotes & Research, and our equities screener.
Learn how sustainable investing tools work
Discover Canada’s first sustainable investing tools for direct investors that helps you combine your financial investments with positive societal impact.
Get quick access to trending resources
Frequently asked questions
Get answers to common questions and concerns.
Forms library
Simply download the forms you need from our library.
Glossary
Not sure about some of the trading terms and language? Refer to our glossary list for definitions of trading terms.
Start investing with Scotia iTRADE today
Access free educational tools and resources
Videos
Infographics
Get Started with Scotia iTRADE ®,Get Started with Scotia iTRADE ®
Get Started with Scotia iTRADE ®,Get Started with Scotia iTRADE ® | pdf : 462
KB
Articles
Maximizing Alerts on Scotia OnLine®
Maximizing Alerts on Scotia OnLine® | pdf : 571
KB