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Initial Log On

  1. For the best experience, we recommend that if you have a personal account with us you onboard yourself (the signer) before you onboard your business.  

  • The first time you log on, you’ll be asked to create a username. This unique username should be made up of numbers and letters to a maximum of 35 characters (no special characters like !, #, $, @). Your username cannot be changed once submitted so choose something you can remember. 

Do not use your debit card number as your username. 

 

  • As part of our enhanced security, you’ll be asked to input an email or cell phone number, so you can receive a secure code to verify it’s you setting up access. The email or cell phone you input must be the one that matches our records. 

  • Not sure what contact information we have on record or having issues at this point in logging in? Reach out to your local branch, call 1.866.923.4778 or fill out our online contact form

  1. When you onboard your business, you will be asked to create a new username. If you have a personal account with us, choose a different username than you did for your personal account. 

  • When asked to provide the date of birth and email or cell phone number for verification, use your personal information along with your business’ debit card (PAN) number.  
    Do not use your debit card number as your username. 

  1. If you would like to connect (consolidate) your personal and business accounts into one digital banking profile, sign into your business account and choose ‘Business Services’ on the top navigation.  

  • You will then be asked to input the username and password for your personal account. 

  • Once this is complete, you will need to sign-out and sign back-in to see the consolidation. 

  • This step can only be completed once you have onboarded both your personal and business accounts. 

  1. Learn more about the new features like seeing your balance on your home screen and customizations in our article on the digital banking platform