Step One - Customer Agreement Form

Print and Sign the Customer Agreement Form

Step Two - Your Company Details

Fill in all required fields, Print and Sign the Application Form.
Prior to sending, ensure all employees to be authorized are included on the application and the authorized company signatory has signed where required.

Adding Additional Authorized Users and/or Settlement Instructions

Additional Authorized User Form
Additional Settlement Instruction Form

Step Three - Customer Service Fee Agreement Notification Letter

Print and Sign the Customer Service Fee Agreement.

Documentation must be signed according to the company signatories authorized on the Banking Resolution held at BNS. Original documentation is required and can be forwarded to the following addresses:

Step Four - Create your Digital Certificate for Secure Online Dealing

You will receive an email from ScotiaFX Techsupport with instructions on how to set up your Client Access Digital Certificate. Client Access is a Scotiabank portal used to access ScotiaFX dealing.