Many businesses are trying to do their part for the environment by reducing the amount of paper they use. Individuals also have an opportunity to help out in this regard.
Not all financial institutions offer paperless options. ScotiaMcLeod offers paperless options through the electronic delivery of documents (“Scotia eRecords”). It is easy to receive documents electronically instead of by mail for all of your ScotiaMcLeod investment accounts.
Setting up Scotia eRecords is a two-step process: (i) you need to provide your consent to the electronic delivery of documents by agreeing to our terms and conditions; and (ii) you need to select which documents you would like to receive electronically.
In Scotia OnLine® you will be able to select either paper or paperless documents for each of your investment account(s). By selecting paperless documents you consent to the electronic delivery of such documents and understand and agree that you will no longer receive such documents by mail.
You can change from electronic paperless documents to paper documents for any of your account(s) at any time by changing your document preferences in Scotia OnLine, although it may take up to 30 days for your change(s) to take effect.
If you choose to receive paperless documents the document(s) will be posted and made available to you in Scotia OnLine. We will notify you when documents are available by posting a document notice to you in the Communications Centre of Scotia OnLine.
You are solely responsible for verifying Scotia OnLine regularly for receipt of new documents. While official notification of new documents occurs in Scotia OnLine, an e-mail reminder service may be available to you. You are responsible for ensuring that any e-mail address you give us is accurate and up-to-date. Please inform us of any changes in your contact information including changes to your e-mail address. Updates may be completed by completing the “Profile and Preferences” section in Scotia OnLine.
Documents delivered through Scotia eRecords will be available in Scotia OnLine for a minimum of 30 months while your account is open and active. If you wish to preserve a permanent copy of such documents, you should save it in your computer or print a paper copy.
