How do I change my individual brokerage account to joint?

For Scotia iTRADE customers:
Complete and sign the Application for Personal AccountsApplication for Personal Accounts, providing details for all account holders. Prepare and sign a letter of authorization as the individual account holder explaining in your own words that you wish to transfer your assets. This requires signatures from both parties involved. Please include your address and contact information.

Mail the completed form with the letter to: Scotia iTRADE
PO Box 4002 Station A Toronto, ON M5W 0G4

For ScotiaMcLeod customers, please contact your advisor.

Last updated July 2, 2020