ScotiaMcLeod
Online is our complimentary service that offers you secure,
internet access to your accounts whenever you need it
- 24 hours a day, 7 days a week. You’ll continue to receive
the same professional management of your portfolio with
added value and convenience. Here are just some of the many
features that are available to you.
Account Summary and Details: Review
cash balances, individual holdings, market values and other details of all your
accounts.
Account History: View
transaction history over the last 45 days. This feature will soon be expanded
to capture 30 months of history and be enhanced with advanced filtering and sorting
options.
Annual Trading Summary: Obtain
an annual summary for all non-registered accounts to help simplify your tax preparation.
Research: Access a wide
range of equity and mutual fund reports from ScotiaMcLeod and Scotia Capital,
plus third-party reports from Financial Post and Morningstar. You can also obtain
real-time stock quotes, company news and analyst ratings.
Connected Banking Functions: If
you are a Scotiabank client, you’ll also be able to view your banking and
borrowing information, pay bills, transfer funds between account and more.
Paperless Record Keeping: Beginning in
April 2008, online clients can now sign up for Scotia eRecords.
This new service allows you to access your monthly statements
and annual trading summary in electronic format instead of
receiving them by mail.
This value-added service can help simplify your financial affairs and complements
our working relationship. If you are interested, simply call us at 604-661-7420
and we’ll be happy to get you started. |