Blog | Product features

Track ScotiaBank trades using Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Jan 14th 2019

It’s now even easier for Canadians trading with ScotiaBank (including Scotia iTrade and ScotiaMcLeod) to get started tracking the performance of their stock and mutual fund investments with Sharesight. Scotia clients can now import their trading history directly into Sharesight with our broker import wizard - unlocking the power of Sharesight’s performance and tax reporting in a few easy steps.

track scotiabank trades

Why use Sharesight with Scotiabank?

Importing your historical ScotiaBank trading data

Importing your ScotiaBank trades into Sharesight is easy. All you need to do is:

  1. Sign up for a FREE Sharesight account
  2. Download your historical trading data CSV from ScotiaBank
  3. Import your historical trades into Sharesight using our broker import wizard

laptop - Sharesight - Add holdings : Canada

Once your trades are imported, Sharesight will automatically calculate the impact of most corporate actions that impact your portfolio (including dividends and share splits).

Tracking ongoing Scotia stock and mutual fund trades

Once you’ve imported your historical stock and mutual fund trades from Scotia you can also easily import future trades made with Scotia into Sharesight by using Sharesight’s broker PDF Trade Confirmation Emails feature.

Sign-up for free and get started with Sharesight today to get the complete picture of your investment portfolio.