Jordan Wealth Management Group - ScotiaMcLeod Truro

ScotiaMcLeod 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.

§           Account Summary and Details: Review cash balances, individual holdings, market values and other details of all your accounts.

§           Account History: View transaction history for up to 30 months 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 accounts and more.

§           Paperless Record Keeping: Online clients can now sign up for Scotia eRecords. This new service allows you to access your monthly statements, trade confirmations and annual trading summary in electronic format instead of receiving them by mail. You can find the instructions on how to sign up for Paperless Record Keeping here.

This value-added service can help simplify your financial affairs and complement our working relationship. If you are interested, simply contact us or fill out and send in the Online Access Request form and we’ll be happy to get you started.