How do I switch a mutual fund I already own?
You can switch mutual funds online or in the Scotia app. To switch a mutual fund:
- Select your investment account from your home page
- Go to the In This Account section of the Account Details page and open the menu for the mutual fund you’re switching from
- Select Switch Mutual Fund and confirm if your financial situation has changed. If it has, you may need to answer additional questions
- From Your Switch Options, select the mutual fund you’re switching to
- Enter your transaction details
Last updated June 29, 2026