Scotia e-Records


Doing Our Part

We are pleased to announce a service, Scotia eRecords, that allows you to access your statements (as well as Annual Trading Summaries, Trade Confirmations, Mutual Fund Prospectus documents) in electronic format (PDF) and opt out of receiving these documents through the mail. All electronic documents will appear just like the paper versions and can be filed electronically, thus reducing the amount of paper you receive from us.

Scotia e-Records is available for clients with online access and gives you the ability to sort and retrieve investment documents easily through our secure internet service. In the coming months, this service will be enhanced to also include all of your trade confirmations.

Benefits include:

  • Reduced paperwork and clutter
  • Enhanced privacy by accessing online
  • Faster delivery - confirmations are available online the next day after the trade has been processed
  • Enhanced record keeping and the ability to search for and retrieve specific documents
  • Added convenience with anytime / anywhere access
  • Advanced confirm search in Scotia OnLine via Account History

Even though we can send your documents electronically, please be sure to keep your mailing address with us up-to-date (get an Address Change form). It makes a good back up way of contacting you.

Sign Up Now in 3 Easy Steps!

If you are not currently registered for ScotiaMcLeod Online access and you would like to sign up for this service, please click here.

If you are currently registered for ScotiaMcLeod Online access, simply sign up for this service under the Accounts and Transfers tab within the Investment section of ScotiaOnLine. Click on Document Preferences under the Document Services left-hand menu Select the Paperless option for some or all of the available document types shown. View the screen shot below for more information.

sign up for eRecords

 



Contact Us

T.  416.863.RRSP (7777)
     1.800.387.9273
F.  416.863.7479
E. carl.spiess@scotiawealth.com
    allan.mcglade@scotiawealth.com

ScotiaMcLeod is a division of Scotia Capital Inc., member of CIPF.

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The Spiess McGlade Team is a personal trade name of Carl Spiess and Allan McGlade.