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