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:

  1. Select your investment account from your home page
  2. Go to the In This Account section of the Account Details page and open the menu for the mutual fund you’re switching from
  3. Select Switch Mutual Fund and confirm if your financial situation has changed. If it has, you may need to answer additional questions
  4. From Your Switch Options, select the mutual fund you’re switching to
  5. Enter your transaction details
Last updated June 29, 2026