Will my account preferences (e.g., alerts, notifications) carry over to the new account?
No, preferences are set per account. You’ll need to configure alerts and notifications for each new account individually.
Can I transfer funds between my existing and new accounts?
Yes, once your new account is active, you can transfer funds between accounts using Online Banking or the Mobile App.
When I open a new account, is my joint owner added automatically?
No, you must send a new joint owner invite if you wish to have a joint account.
Do I need to use the email on file for the application?
Yes, please use the email address on file.
I need to update my contact information, how can I update before submitting in a new application?
You can log into your online banking by selecting Settings> Account Preferences > Contact Once it has been updated, you can refresh your application and the information should be updated.
Can I use the same funding method I used previously?
Yes! During your new application, you can select any valid funding method that was previously saved to your application portal. If you prefer, you can also add a new funding method at that time.