Your ScotiaMcLeod Account Statement
You will recieve a statement for your ScotiaMcLeod account(s) monthly whenever there are account transactions during the month. If there is no activity you wil receive quarterly statements. We are very proud to be the only full service brokerage firm offering an RRSP statement which shows the total value of contributions to the plan, and the plan's growth since it was opened (or 1991, whichever is later). For more information on your statement, check out our Statement Guide, below.

Note: Average cost does not reflect the original purchase price of a security where dividends have been re-invested. See why in our Dividend Distribution Example.
 

	Statement Brochure Download the entire statement brochure (Individual pages shown below.)
	First Page - RRSP Accounts The first page of your RRSP statement shows the value change from the last statement (or account summary), contribution summary, and plan growth calculation.
	First Page - Cash Account The first page of your non-registered account shows the value change from the last statement (or account summary), cash balances, and dividend and interest income summary.
	Account Activity - All Accounts The second page shows your asset class summary, and recent transactions (buys, sells, interest, dividends, cash in/out) in your account. The third page contains information on your account holdings, quantity held, the average cost base and current market price. Any open orders or orders due to settle after month end are also shown.
Trade Confirmation	The trade confirmation is sent whenever there is a trade in your account that is not part of a monthly pre-authorized plan.
Tax Tips from ScotiaMcLeod	Helpful hints for preparing your taxes from ScotiaMcLeod.
Annual Trading Summary	In March each year, we provide a trading summary for the previous year for your non-registered investment accounts to help you with tax reporting.

Please contact your ScotiaMcLeod Wealth Advisor if you would like to receive a hard copy of these brochures.

For answers to questions regarding payroll deductions, statement frequency and investment timing and minimums, click here.

Please contact your ScotiaMcLeod Wealth Advisor directly for more information or for investment advice tailored to your personal situation.

The information contained on this website is for use by persons resident in Canada only.