New Digital Banking Features and Tools

Using a Mobile App:

1. Click on the menu button in the top left corner (three stacked lines)

2. Select Settings and click on Profile Picture

3. Here you can either select options for both your Profile Picture and / or your Background Picture.

4. Options include Take a Picture, Add a Photo from your device or Reset the image to default.

5. Once you have the image you’d like to use, adjust the frame and click on Save

 

Using a desktop:

1. Click on the My Dashboard on the bar in the top left

2. Go to Settings and click on Profile Picture

3. Add a Photo from your device or Reset the image to default.

5. Once you have the image you’d like to use, adjust the frame and click on Save

 

Using a Mobile App:

1.       Click on Accounts on the bar in the top left and click on Customize Accounts

2.       Decide which account you’d like to set as your main account and click on the orange star

3.       Changes are saved automatically once selected

 

Using a desktop:

1.       Click on Accounts on the bar in the top left and click on Customize Accounts

2.       Decide which account you’d like to set as your main account and click on the orange star

3.       Click Save

Using a Mobile App:

1. Click on Accounts on the bar in the top left and click on Customize Accounts
2. Decide which account you’d like to rename and click on the pencil button next to the name
3. Update the name and click on the green tick to save

 

Using a desktop:

1. Click on Accounts on the bar in the top left and click on Customize Accounts
2. Decide which account you’d like to rename and click on the pencil button next to the name
3. Update the name and click on Update
4. Click Save

Favorites can be added to customize which accounts are displayed and in what order. You must be on a desktop to change the order of your accounts.

 

Using a desktop:

1. Click on Accounts on the bar in the top left and click on Customize Accounts
2. To change the display order of the accounts, click and hold the Order symbol next to the account whose position you’d like to move. Drag it to where you would like to see it
3. To hide or unhide accounts from the selection list, click on the toggle under the Visible column. If it is green, the account is visible. If it is grey, it will not be visible when you view your accounts under Accounts > View Accounts or on your dashboard.
4. Click on Save to keep any changes

1. Click on the menu button in the top left corner (three stacked lines)
2. Select Settings and click on Widgets
3. Here you can add favourite transactions if you have any by clicking on the Plus button and selecting up to four favourite transactions
4. You can also add a widget to view your account balance in the app sign in screen by clicking on the plus button next to Add Account.
5. Give your widget a name, select the account you’d like to be shown and where the balance will be visible (Sign in Screen, Home Screen or both).
6. You can also select which Balance you’d like to display (Account balance or Percentage to a goal)
7. Make sure to Select Add to Widget to save it

1. Click on the menu button in the top left corner (three stacked lines)
2. Select Settings and click on Widgets
3. Turn Account balances on
4. Add up to three accounts for quick view. Make sure to Select Add to Widget to save it

You can also personalize how they display, choosing the balance, or the percentage of a goal that you can set.

1. Click on the menu button in the top left corner (three stacked lines)
2. Select Settings and click on Widgets
3. Under Account balances, click on the plus button next to add an account
4. Give your widget a name, select the account and visibility
5. On balance display, select Percentage to Goal and input your goal amount
6. Click on Add to Widget

Our new digital banking platform allows you to set up frequent transactions, such as transfers and bill payments, as favourites for quicker processing. View the guide.

 

Once set as favorite, simply select the transaction from the favorites menu, verify the details and process.

Using a Mobile App:

1. Once you have completed a transfer and have the Transfer successfully completed notification page, click on the Add Favourite.
2. Give your favourite transaction a name and Confirm
3. Click on the menu button in the top left corner (three stacked lines)
4. Select Settings and click on Widgets
5. Select Add Favourites and select the accounts you’d like to add to your dashboard

 

Using a desktop:

1. Click on the My Dashboard on the bar in the top left
2. Go to Accounts > Favourite Transactions

You can set up account alerts and security alerts to get notified by text or email of key activities on your account. Account alerts allow you to monitor specific accounts so you can track activities like deposits or withdrawals over a set amount, account balances, insufficient funds and failed transactions.

 

Security alerts inform you of any changes to your profile, including a password change or a login attempt. View the Guide.

 

• Transaction Alerts can be selected for a deposit over a set amount and withdrawals over a set amount.

• Insufficient Funds Alerts can be set up for Scheduled transfers or bill payments, Failed Transaction Type, Scheduled Transfers and Scheduled Bill Payments

 

Using a Mobile App:

1. Click on the menu button in the top left corner (three stacked lines)
2. Select Settings and click on Alerts
3. Select Account or Security
4. Select the account you want to set up alerts for
5. Click on the alert type you want to set and touch the button for more options
6. Put in the amount and click Save to set up the alert

 

Using a desktop:

1. Click on the My Dashboard on the bar in the top left
2. Go to Alerts
3. Select Account or Security
4. Select the account you want to set up alerts for
5. Click on the alert type you want to set
6. Put in the amount and click Save at the bottom to set up the alert

Depending on your device, this feature will be available on your mobile app.

1. Click on the menu button in the top left corner (three stacked lines)
2. Select Settings and click on Biometric authentication
3. Select Fingerprint or Facial Recognition and click on Activate Fingerprint / Facial Recogintion
4. Follow the steps to capture your fingerprint or set up facial recognition

Using a Mobile App:

1. Click on the menu button in the top left corner (three stacked lines)
2. Select Settings and click on Contact Details
3. Update where applicable, tick the box to consent and click continue

 

Using a desktop:

1. Click on the My Dashboard on the bar in the top left
2. Select Settings and click on Contact Details
3. Update where applicable, tick the box to consent and click continue

If you have online banking with us, you can connect directly through secure messaging either on the app or on desktop. When you log on, look for the envelope icon – click on it to send us a message.

Using a Mobile App:

1. Click on the Envelope in the top right next to your name
2. Click on New Message, put in the Type of inquiry, subject and your message and click Send

 

Using a desktop:

1. Click on the My Dashboard on the bar in the top left
2. Click on Messages
3. Here you can Click on New Message, put in the Type of inquiry, subject and your message and click Send