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Paperless Recordkeeping
 

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Paperless Recordkeeping


NEW: E-confirms now available with
Scotia eRecords!

As a ScotiaMcLeod Direct Investing® client, you can enjoy access to Scotia eRecords, our paperless recordkeeping service that allows you to sort and retrieve investment documents easily such as monthly statements, trade confirmations and mutual fund prospectuses through our secure, internet service. If you select to receive these documents online, you can reduce the amount of paper you receive and save a few trees along the way.

Benefits include:

  • All electronic documents are in Adobe PDF format – readily available and free software is provided.
  • Added convenience with anytime / anywhere access.
  • No filing, lost documents or shredding required.
  • The flexibility to view, download or print your documents at your convenience.

For details on how to get started, contact us by email or by phone toll-free at 1-800-263-3430.



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