How to Import Trades from Scotiabank to TradesViz Step-by-Step Guide

Quick Start

To import your file from Scotiabank, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose Scotiabank.

You can also open Import/Export from your profile menu in the top-right corner.

Broker-Specific Instructions

Scotiabank Import Instructions

Currently Supported:

• Stocks

1. Login to the Scotia iTrade online account via the website.
2. Click on the investment account you want to download the transaction from and Click on the "Transaction History" tab
3. Select the desired time frame for the trade history.
4. Click on the Download Data button located above the Quick Menu.
5. Near the bottom of the pop-up, click on "Download transaction #1-XX" (XX = number of transactions that will be downloaded) to download the CSV file.
6. Upload the CSV file by clicking on the "Choose File" box in this page.

Troubleshooting

• Follow the exact export format shown below for your broker.
• If import fails, re-export a fresh file and try again.
• Ensure required columns are present and headers are unchanged.

Need Help?

Email support@tradesviz.com with your broker/platform details and a sample file attachment.

If your broker is not listed in our supported brokers list, send us the broker name,

website, and CSV/XLS/TXT export format so we can add support faster.

FAQ

Why does my import fail?

Most import failures happen due to changed export format, missing columns, or custom-edited files.

Can I import only a date range?

Yes. Export the date range you want from your broker and import that file into TradesViz.

What should I send support?

Share your broker name, export steps, and one sample file, then email everything to support@tradesviz.com so support can debug or add broker coverage quickly.

Updated on: 18/05/2026