How do I update my investor profile?
- App
- Web
If you have Scotia Smart Investor, you can update your Scotiabank investor profile in the app anytime:
- Scroll to Investments
- Tap your investment account
- Tap Manage my investments
- Tap the 3-dot menu icon and select Update Investor Profile
If you have an account that’s not eligible for Scotia Smart Investor, you’ll need to update your investor profile online:
- Sign in to online banking
- Go to Transfers and select Add to Scotia Investments
- Select Update Your Investor Profile and follow the instructions
Last updated May 22, 2024