The instructions below cover downloading monthly eStatements, generating transaction histories for custom date ranges, and printing/downloading a Void Cheque.
Begin by logging into your Scotiabank online banking at https://www.scotiaonline.scotiabank.com/
Once you are logged in, you should be on the ACCOUNT SUMMARY page showing a list of your accounts.
Locate the account for which you’ve been asked to send the transaction history, and click it to open the Account Details page showing the Account Activity sub tab.
If your online banking is set up to allow you access to e-statements, you can download these for complete monthly histories. These are particularly useful because they also show your full name and account details to confirm you are the owner of the bank account.
To download monthly statements in PDF format, click the Documents sub tab.
On the Documents page, select the desired month.
A separate popup window will appear containing the monthly statement, which you can then download and/or print. Close the popup window and repeat this step for each additional monthly statement required.
If you are set up to receive paper statements only, you will not be able to access the e-statements as described above. You can change your account settings temporarily to allow e-statement access by clicking the Manage My Accounts link in the top right corner of the website, then selecting the Document Delivery tab.
For each account that you need e-statements, change the Delivery dropdown to Paperless. Press the Continue button at the bottom of the account list to save your changes, then follow the steps above to download the e-statements you need. After you have downloaded all the e-statements, you can go back to your Document Delivery settings and change back to Paper if you wish.
Custom Date Ranges
If your mortgage consultant has asked you to send in a date range that spans partial months (for example, March 10th to June 12th, you can use the Custom Search feature from the Account Activity sub tab.
Be sure the correct bank account is selected from the drowdown at the top of the page, and then click the Show Account Number and Details link to ensure your full bank account information is showing on the page.
In the Your Transactions section, click the Custom Search link and enter the Date Range from and to dates as requested by your mortgage consultant. Press the Search button to load the transactions in the date range.
When the transactions have loaded, press the Print button on the Scotiabank website located in the group of icons to the left of the Communications Centre sidebar area.
This will open a print dialog box where you can choose to either print to paper or if your browser allows, Save as PDF.
If your mortgage consultant has asked for a Void Cheque or proof of account ownership, click on the Direct Deposits & Payments sub tab.
This will open a new webpage where you can choose to generate a Void cheque. Ensure the right account is selected in the dropdown and then press the View/Print link in the Void Cheque row underneath.
For secure and direct uploads, you can use our File Uploads portal to upload your PDFs directly to our server. The page is password protected, so please ask your mortgage consultant for the access instructions.