See Your Portfolio On-line with Scotia OnLine

We are pleased to offer a convenient, free service that will change the way you look at ScotiaMcLeod. It's called ScotiaMcLeod Online, and allows you to easily access your ScotiaMcLeod accounts plus valuable online information - anytime, anywhere!

ScotiaMcLeod Online is a complimentary, value-added service that will enhance your working relationship with The Spiess McGlade Team. ScotiaMcLeod Online account access is integrated with the sophisticated Scotia Online platform, allowing you to see both your ScotiaMcLeod and any ScotiaBank accounts. We'll be pleased to help you get started or give you more information.

ScotiaMcLeod Online gives you access to:

  • Your Investment Accounts: Review cash balances and security positions.
  • Account Transaction History
  • Account Statements
  • Make contributions online
  • Equity Quotes: From Canadian and US markets.
  • Mutual Fund Data
  • Market News
  • ScotiaMcLeod's Top-Ranked Research: On selected equities, fixed income, and mutual funds.
  • Your Annual Trading Summary: Detailing the previous year's trade-related activity.
  • "What if" Portfolios: Created by you so you can compare investment scenarios.

Getting started

The procedures below apply to clients of Carl Spiess and Allan McGlade, (clients of other ScotiaMcLeod investment advisors should contact their own Investment Executive directly).

Please complete the following steps to access your accounts through ScotiaMcLeod Online:

  1. Online Access Form - Please download and complete this form.
  2. Power of Attorney forms - Download and have your spouse complete and sign the following forms if you need access to spousal accounts:
  3. Send us your forms - Fax (416.863.7479) or email your forms to Christina Calvert.

Please allow up to 5 business days for your access to be enabled.

Already signed up? Click here to login.  We are pleased to note that there is no charge for the Scotia Online service.

If you also wish to trade online, consider our i:Partner account.

Other Easy Ways to See Investment Performance

We also continue to recommend Globefund and our own fund performance pages for easy online ways to quickly answer the "How are my investments doing?" question.  And even more detailed written "Morningstar" analysis can be requested from us on your specific funds.

Remember though, that looking at your accounts too often can cause Myopic Risk Aversion that reduces investor returns.

Information on Scotia Online Security.

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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.