For Scotia iTRADE clients:

• Complete and sign a Letter of Direction
• Complete a Customer Agreement Form; be sure to fill out and sign the Margin Trading portion of the form
• Complete and sign a Personal and Regulatory Information Update Form

Mail the completed forms to: Scotia iTRADE PO Box 4002, Station A Toronto, ON M5W 0G4

For ScotiaMcLeod clients, please contact your advisor.

Please note: Converting your account will take three to five business days, during which time you may not have online access to your security positions. All trading must be seized during this time as securities cannot be moved over until all trades have settled. A credit history review will be conducted as part of the approval process.