Envision Financial

About

Envision Financial Mobile Banking gives you an easy, secure way to manage your money—whether you’re checking a balance, paying a bill, or moving money between accounts. Designed to provide you with helpful, full-service banking at your fingertips. GET IN QUICK • Save login profiles and switch between them easily • Forgot your username or password? Reset it right in the app • Sign in faster with biometric login (Face ID and Touch ID on supported devices) • Quick Balance lets you view balances without signing in YOUR ACCOUNTS, YOUR WAY • View chequing, savings, credit cards, and linked investment accounts in tile or list view • Pin your top 3 accounts to customize your dashboard view • See account details, transaction history, and scheduled transactions MOVE MONEY WITH EASE • Pay bills, add payees, and see your last payment date • Send and receive Interac e Transfer® and save trusted contacts • Transfer money between your accounts • Pay business taxes right from your phone DEPOSIT, DOCUMENTS & MORE • Deposit cheques using your device camera • Order cheques anytime • Stop payments on cheques and pre authorized payments • View, download, and manage e Statements and e Documents • Set your statement and paperless preferences SET UP & STAY ORGANIZED • Open another account with just a few taps • Move direct deposits and recurring payments • Set up CRA direct deposit • Use built in tools and calculators to plan ahead • Get helpful highlights with the latest offers and advice BUILT FOR SMALL BUSINESS • Access for multiple account signers • Transaction approvals • Create and manage delegate user access • Consolidate retail memberships • Business service alerts SECURITY YOU CAN COUNT ON • Manage your password, username, one time passcodes, biometrics, and trusted devices • Customize security and account alerts to stay informed WE’RE HERE WHEN YOU NEED US • Secure messaging and Message Centre • Chat with an Advisor • Book an appointment • Find a nearby branch or ATM ACCESS Envision Financial is a division of Tru Cooperative Bank. Access is available to all members who currently use our online banking service. Not a member? Simply visit join.envisionfinancial.ca to set up a new membership and you’ll get access as soon as your account is approved. Use of our Mobile App is subject to the terms and conditions found in our Account Access Agreement for both personal and business accounts which can be found on the privacy page of our website. Notes: • By tapping Install, you consent to the installation of the app and any future updates or upgrades. • Interac e Transfer is a registered trademark of Interac Corp.