Client Resources

Valuable Tools Help Us Better Service You


Completed forms can be mailed to our office at:
119 – 6th Avenue SW, Suite 300, Calgary, Alberta, T2P 0P8, Canada.

Read and utilize your financial statements properly.

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To open account with us, print our ScotiaMcLeod Account Application. As faxed copies cannot be accepted, please complete and mail this form directly to our office.

Securities regulations require that we obtain both a photocopy of your Driver’s License (or a copy of your passport, or Citizenship card) and a cheque for $1 payable to ScotiaMcLeod Inc. Please include these with your application package, as we cannot process your account without it.

KYC
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MKYC
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This form is only required if you intend to open a Registered Account (RSP). Print and complete our Scotia Self-Directed Registered Plan Application. As faxed copies cannot be accepted, please complete and mail this form directly to our office.

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If you wish to have access to your accounts online please complete the Online Access Form. This form may be faxed in to (403) 298-4013.

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Moving? Please remember to keep your information with us up to date and complete the Address Change Form. This form may be faxed in to (403) 298-4013.

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Please remember to keep your information with us up to date. These forms may be faxed in to (403) 298-4013.

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Got married or divorced?

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To add/change your investment instructions on your registered or non-registered savings account, print our CA152 – Payroll Deductions Form. Change forms can be scanned to your advisor or faxed in to (403) 298-4013.

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To make a change to your beneficiary designation on your registered account(s) (RSP, RIF, LIF) only, print and complete our CA42 – Designation of Beneficiary Form. As faxed copies cannot be accepted, please complete and mail this form directly to our office.

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To consolidate your accounts with us, as faxed copies cannot be accepted, please complete and mail the appropriate form directly to our office.

CA63 – Transfer Authorization for Registered Investments

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CA56 – Transfer Authorization for Non-Registered Investments

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T2151 – Transfer Authorization for Pension (locked-in) Investments

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To preset automatic contributions from your bank account to an investment account with us print and complete our CA16P – Pre-Authorized Contributions Form. A selected mutual fund company performs the transaction, which is then posted to your ScotiaMcLeod account. As faxed copies cannot be accepted, please complete and mail this form in, along with a void cheque, to our office.

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