Scotia Wealth Management®

Scotia Wealth Management® App

The Scotia Wealth Management app is designed specifically for Canadian clients who want convenient access to their accounts on the go. This app caters to ScotiaMcLeod® clients initially and will soon expand to include Private Investment Counsel and Scotiatrust® clients. With this mobile application, users can easily view their portfolio and account details, check their asset mix, download statements, tax slips, and more. To ensure optimal performance and security, users are encouraged to update their Android device to the latest version.

Features of Scotia Wealth Management®

- Access your accounts anytime, anywhere

- View your portfolio and account details

- Check your asset mix

- Download statements and tax slips

- Designed for ScotiaMcLeod® clients

- Coming soon for Private Investment Counsel and Scotiatrust® clients

FAQ

1. What can I do with the Scotia Wealth Management app?

The app allows you to view your portfolio, access account details, check your asset mix, download statements and tax slips, and more.

2. Are there plans to expand the app to include other types of clients?

Yes, the app will soon be available for Private Investment Counsel and Scotiatrust® clients in addition to ScotiaMcLeod® clients.

3. How can I ensure the security of my account information on the app?

To enhance security, make sure to keep your device updated to the latest version of Android and follow best practices for mobile device security.

Editor's Note

The Scotia Wealth Management app offers Canadian clients a convenient way to manage their accounts and investments while on the move. With features like portfolio viewing, account details access, and statement downloads, users can stay informed about their financial status easily. While initially catering to ScotiaMcLeod® clients, the app's expansion to include other client types makes it a versatile tool for a broader range of users. Overall, the app provides a user-friendly experience with essential financial management functions tailored for on-the-go access.