Our Forms
ScotiaMcLeod now offers you paperless record keeping.
We are pleased to announce a great new feature available through ScotiaMcLeod Online that will help simplify the management of your investment documents and do a part in protecting our environment.
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Scotia eRecords is now available for online clients and allows you to sort and retrieve investment documents easily, such as monthly statements and annual trading summaries, through our secure, internet service. As well, you can opt out of receiving these documents through the mail, reducing the amount of paper you receive and saving a few trees along the way. In the coming months, the service will be enhanced to also include all your trade confirmations.
Benefits include:
- All electronic documents are in Adobe PDF format
 readily available and free software.
- Added convenience with anytime / anywhere access.
- No filing, lost documents or shredding.
- The flexibility to view, download or print your documents.
Sign-Up Today
If you are currently registered for ScotiaMcLeod Online, simply sign up for this service under the Accounts and Transfers tab, select Brokerage, using the Document Preferences link. |
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