Transfer authorization request
We've made transferring an account from another Financial Institution as easy as can be.
Transfer online
You can begin your Online transfer request for Registered Account and TFSA transfer, and Non-Registered Account transfer from another financial institution through one of two options:
Transfer to an existing Scotia iTRADE account
Log in to Scotia OnLine and select an existing account to transfer to. We will pre-populate the form with all your personal information. All you need to do is tell us the information of the Financial Institution you are transferring from and what you would like to transfer. This will take you no more than 10 minutes.
Transfer to a new Scotia iTRADE account
Simply create a new account with us and complete our transfer form.
By mail
Complete a form
Review your personal information and provide transfer details and information of the Financial Institution you are transferring from.
View summary
Review instructions and make edits as necessary.
Print form
Once you have completed the form and reviewed your information, print and sign the form. Mail it to us at Scotia iTRADE, PO Box 4002 Station A, Toronto, ON, M5W 0G4 and we will initiate the transfer.
Be sure to include a copy of your most recent statement from the Financial Institution you are transferring from.