The Sean Fahy Group ScotiaMcLeod
   
Online Access
Clients   
 
 
 
 
 
 
 
 
 
 
 

Online AccessScotiaMcLeod 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.