How do I transfer funds within the same investment account?
To move money within an investment account:
- From the home page, select Move money
- Select Transfer between accounts
- Choose the investment account you want to transfer money within and the sub-account to withdraw from
- Choose the same investment account and then the sub-account you want to contribute to
- Enter the amount of your contribution
- Select Continue to confirm the details
If you don’t see your investment account when you try to transfer between accounts, try accessing it from the account summary screen. You’ll then be taken to the new Scotia Smart Investor experience to make your transfer.
Last updated February 28, 2025