How do I update my investor profile?

If you have Scotia Smart Investor, you can update your Scotiabank investor profile in the app anytime:

  1. Scroll to Investments
  2. Tap your investment account
  3. Tap Manage my investments
  4. 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:

  1. Sign in to online banking
  2. Go to Transfers and select Add to Scotia Investments
  3. Select Update Your Investor Profile and follow the instructions
Last updated May 22, 2024