Start banking from home · a. MEMBER CARD # (last 10-digits of your MEMBER CARD debit card) b....

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Page 1 Log in to online banking on vancity.com 1. What do you need to log in to online banking? a. MEMBER CARD # (last 10-digits of your MEMBER CARD debit card) b. Online Banking Password: If you don’t have a MEMBER CARD # or a password, call our Member Services Centre 2. Logging in for the first time For your first log in to online banking on vancity.com, you’ll need to log in using a desktop (laptop or PC) or the Vancity mobile app. You’ll be prompted to do the following: Create a new password • Accept the Account & Service Guide Agreement for personal members or the Business Member Agreement for business members Set up 3 new Personal Access Questions and Answers 3. What are some transactions you’re able to do with online banking? • View eStatements Transfer money between your Vancity accounts Use INTERAC e-Transfer® to send, receive, or request money Pay your bills CRA direct deposit Deposit your cheques (use Vancity Mobile Deposit™ through the mobile app) Watch a step-by-step video on how to log in to online banking at support.vancity.com/gettingstarted Bank by phone 24/7 with the Automated telephone banking service 1. What do you need to use the automated telephone banking service? a. MEMBER CARD # (last 10 digits of your MEMBER CARD debit card) b. Telephone Banking Code # If you don’t have a MEMBER CARD # or a Code #, call the Member Services Centre c. If you have more than one Relationship #: a list of all your Relationship #s You can find Relationship #s on your statement and in Online Banking>Account Summary page 2. How to use the Automated telephone banking service • Dial: Metro Vancouver: 604-877-7001 or toll-free 1-800-310-8777 Select one option – Press the # key on your phone: Press #1 to check your account balance and see what’s gone through your account Press #2 for bill payments Press #3 to transfer funds Enter the last 10 digits of your MEMBER CARD # and your Telephone Banking Code # Follow the prompts Start banking from home Use your MEMBER CARD® debit card number to log in to online, mobile and telephone banking. Enter the last 10 digits of your MEMBER CARD # include zero(s) and omit the space. Need help? Call our Member Services Centre • Metro Vancouver: 604-877-7000 • Greater Victoria: 250-519-7000 • Toll-free: 1-888-826-2489 • Seniors 65+: 604-648-5187 or toll free 1-855-648-5187

Transcript of Start banking from home · a. MEMBER CARD # (last 10-digits of your MEMBER CARD debit card) b....

Page 1: Start banking from home · a. MEMBER CARD # (last 10-digits of your MEMBER CARD debit card) b. Online Banking Password: If you don’t have a MEMBER CARD # or a password, call our

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Log in to online banking on vancity.com1. What do you need to log in to online banking?

a. MEMBER CARD # (last 10-digits of your MEMBER CARD debit card)b. Online Banking Password: If you don’t have a MEMBER CARD # or a password, call our Member Services Centre

2. Logging in for the first timeFor your first log in to online banking on vancity.com, you’ll need to log in using a desktop (laptop or PC) or the Vancity mobile app. You’ll be prompted to do the following:

• Create a new password• Accept the Account & Service Guide Agreement for personal members or the Business Member Agreement

for business members• Set up 3 new Personal Access Questions and Answers

3. What are some transactions you’re able to do with online banking?• View eStatements• Transfer money between your Vancity accounts• Use INTERAC e-Transfer® to send, receive, or request money• Pay your bills• CRA direct deposit• Deposit your cheques (use Vancity Mobile Deposit™ through the mobile app)

Watch a step-by-step video on how to log in to online banking at support.vancity.com/gettingstarted

Bank by phone 24/7 with the Automated telephone banking service 1. What do you need to use the automated telephone banking service?

a. MEMBER CARD # (last 10 digits of your MEMBER CARD debit card) b. Telephone Banking Code # If you don’t have a MEMBER CARD # or a Code #, call the Member Services Centre c. If you have more than one Relationship #: a list of all your Relationship #s

You can find Relationship #s on your statement and in Online Banking>Account Summary page

2. How to use the Automated telephone banking service • Dial: Metro Vancouver: 604-877-7001 or toll-free 1-800-310-8777 • Select one option – Press the # key on your phone: Press #1 to check your account balance and see what’s gone through your account Press #2 for bill payments Press #3 to transfer funds • Enter the last 10 digits of your MEMBER CARD # and your Telephone Banking Code #

• Follow the prompts

Start banking from home

Use your MEMBER CARD® debit card number to log in to online, mobile and telephone banking. Enter the last 10 digits of your MEMBER CARD # include zero(s) and omit the space.

Need help?Call our MemberServices Centre

• Metro Vancouver: 604-877-7000• Greater Victoria: 250-519-7000• Toll-free: 1-888-826-2489• Seniors 65+: 604-648-5187 or toll free 1-855-648-5187

Page 2: Start banking from home · a. MEMBER CARD # (last 10-digits of your MEMBER CARD debit card) b. Online Banking Password: If you don’t have a MEMBER CARD # or a password, call our

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How to view your eStatements• Log in to online banking on vancity.com• In the left hand menu, under My Accounts• Select View eStatements• Select your Statement Option: Choose Banking Statements or Credit Card Statements. A PDF of the statement

will automatically download. • Look at the bottom of your screen. Click open to see your statement.• Here you’ll be able to view your bank statements from the past 7 years, and your enviro™ Visa* statements

(if you’re an enviro™ Visa* cardholder) from the past 18 months.

Watch a step-by-step video on how to view your eStatements at support.vancity.com/gettingstarted

How to transfer money between Vancity accountsYou can Transfer Funds from one of your accounts to another, or to another member. If you are transferring funds to another member, ask them for their Relationship number before you start. The Relationship number can be found on their statement or online banking. The Transfer can be performed immediately, scheduled at a future date, or scheduled on a recurring basis (such as monthly).

1. How to transfer money between your own Vancity accounts • Log in to online banking on vancity.com• In the left hand menu, select Transfer Money• On the main screen, click on the Transfer From drop-down menu and select the Account you would like to

transfer from • Enter Transfer Amount• In Schedule Transfer, Select when you’d like to do the Transfer• Select My own account• Click Continue• Review the information and click the Account drop down menu• Select the recipient’s account and click Continue• Click Confirm

Watch a step-by-step video on how to transfer money between your own Vancity accounts at support.vancity.com/gettingstarted

2. How to transfer money between your account and another Vancity member’s account • Log in to online banking on vancity.com• In the left hand menu, select Transfer Money• On the main screen, click on the Transfer From drop-down menu and select the Account you would like to

transfer from • Enter Transfer Amount• In Schedule Transfer, Select when you’d like to do the Transfer• Select Another Member • Enter their Relationship #• Click Continue• Review the information and click the Account drop down menu• Select the recipient’s account and click Continue• Click Confirm

Watch a step-by-step video on how to transfer money between your account and another Vancity member’s account at support.vancity.com/gettingstarted

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How to pay bills 1. How to add a Bill Payee in online banking

• Log in to online banking on vancity.com• In the left hand menu, select Pay Bills• On the main screen, select Add Payee• In the box enter the name of the company you would like to pay, click Search• Select the company name• Enter your Account Number for that company (usually located on your bill)• Select which Relationship # you would like to pay this bill from• Click Submit

2. How to pay a bill if Bill Payee has already been added• Log in to online banking on vancity.com• In the left hand menu, select Pay Bills• On the main screen select the account you would like to Pay From• Select the company you would like to submit payment to• Enter Payment Date and Amount• Click Pay Bills• Click Confirm

For step-by-step video guides to bill payment, visit support.vancity.com/gettingstarted

How to register your account for direct deposit of refunds and payments from the Canada Revenue Agency (CRA)

• Log in to online banking on vancity.com• In the left hand menu, select Account Services• In the submenu, select Set Up CRA Direct Deposit• Read the Payment Information and click Next• Select the account you would like the funds to be deposited into• Enter your Social Insurance Number• Check off your authorization to let Vancity share your banking information with the CRA for the purpose of

establishing direct deposit• Click Next• Review the information• Click I Agree

How to deposit a cheque or cash in a Vancity ATM You can deposit cheques or bills (no coins) in the envelope provided at the ATM. You’ll need a MEMBER CARD debit card and your 4-digit PIN to use the ATM.

Press the button on the side of the screen next to the arrow to make your selections.

• Select your desired language. • Enter your PIN (use the keypad to type in your secret 4-digit PIN). (For your security, cover the keys

as you type in your PIN.) • Select a transaction: Deposit • Select to which account you want to deposit – Press Chequing or Savings • Enter the amount – use the keypad. Press ‘correct”. If you made an error, press ‘to re-enter.’ • A deposit envelope is required for this transaction. Press ‘I need an envelope’ and the ATM will give you one. • Place the cash or cheque into the deposit envelope. Insert the envelope into the deposit slot. (No coins please) • Your transaction is complete. Would you like another transaction? Press Yes or No. • Take your card and receipt (if you requested a receipt)

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How to make a cheque deposit on the app

Step 1: Select ‘”Deposit” on the main screen in the mobile app

Step 2: Complete the fields

• “Deposit to” is the account where the money will go to.

• “Amount” is the amount written on the cheque.

Step 3: On the back of the cheque, print: “For deposit only to Vancity Financial Account # _______” and sign the back of the cheque.

Step 4: Take a photo of the front of the cheque by pressing “Take Photo”. Repeat for the back of the cheque.

Step 5: Tap the “Continue” button to deposit the cheque into your account.

Step 6: Write “Deposited” on the front of the cheque. Store the cheque for at least 45 days. Then destroy the cheque within 120 days after deposit.

®MEMBER CARD & Design are registered certification marks owned by Credit Union Central of Canada, used under license.* Trademark of Visa Int., used under license.Make Good Money (TM), Vancity Mobile Deposit (TM) and enviro (TM) are trademarks of Vancouver City Savings Credit Union.®Trademark of Interac Inc. Used under license.04-08-20

Need help?Call our Member Services Centre

• Metro Vancouver: 604-877-7000• Greater Victoria: 250-519-7000• Toll-free: 1-888-826-2489• Seniors 65+: 604-648-5187 or toll free 1-855-648-5187