See Your Portfolio On-line & Transfer Funds to your Account

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
• 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).

It is now even easier to   Please complete and fax the Online Access Form (.pdf 154k) or simply email Claudia Ochoa with your details.

Note: to access joint or spousal accounts you need to have Power of Attorney on those accounts.

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 Bellcharts analysis can be requested from us on your specific funds.

Also, Fidelity, AIM/Trimark and CI Funds allow you to see your own accounts online through their secure sites.

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

Online Funds Transfer to ScotiaMcLeod

Even without registering for account access, you can transfer funds from your Scotiabank Chequing Account to your non-Registered ScotiaMcLeod brokerage account. Just select Add Payee, Category: Bill Payment, Province: Ontario, and enter your ScotiaMcLeod account number (all 10 digits, no hypens) under Bill Payment (select ScotiaMcLeod) to register.

Information on Scotia Online Security.

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