Things to do after you sign in

After you sign in

Managing memberships

You'll be able to see and toggle between all your personal and small business memberships. Don’t worry, all the memberships are still separate. For example, if you've granted access to others to view your business banking, they'll only be able to see the accounts on which they have permissions.

Digital banking agreement

This is a new online and mobile banking solution, so you will need to read and agree to the digital banking agreement. This agreement sets out the terms of use for Servus online and mobile banking services. It provides information about the roles and responsibilities for both Servus and you, the member, when you are using digital banking services. You must agree to the terms in the agreement to use online and mobile banking.

Statement preferences

Do you prefer to receive paper or online statements? When you sign in for the first time, you may need to set your statement preferences. Your branch and the Member Contact Centre cannot change these preferences for you.

Account view preferences

After you sign in, you can personalize how you view your accounts. Your s

Interac e-Transfer

The new banking solutions come with a new e-Transfer provider that will allow Servus to offer more convenient features now and in the future.

• You can send and receive e-Transfers right in your mobile app or online banking session.
• You can now set up Autodeposit to a phone number, as well as your email.
• If you send money and the person does not accept it, the system will automatically cancel the transaction and return the money to your account—you won’t need to manually cancel it.

Because it is a new e-Transfer provider, your existing detailed e-Transfer history won't be available.

• Your e-Transfers will still appear in your account transactions.
• If you want the detailed record of your e-Transfer history, print or take a screen shot of your transactions before you sign in to the new mobile or online banking.

The new provider is not familiar with your e-Transfer history and patterns of moving money. When you send an e-Transfer to someone for the first time, it may take longer than usual to process. This is an anti-fraud feature that's in place as the new e-Transfer system reviews transactions for unusual activity.

If your e-Transfer does not go through, call the Member Contact Centre at 1.877.378.8728.

Features

If you're using mobile banking, we think you'll be pleased with all the new features that were previously available only through online banking.

The new online banking experience is also loaded with great features, but there are some that we plan to add, and we'll be adding them soon. In the meantime, you can still complete these banking activities in a branch or through our Member Contact Centre.

• Renew GICs: If you have a GIC coming up for renewal, call the Member Contact Centre at 1.877.378.8728 or visit your local branch.
• Set up new CRA direct deposit: If you already have CRA direct deposit, you'll still have it in the new online banking system. However, if you want to set it up after you sign into the new system, you'll need to reach out to your branch or our Member Contact Centre.
• Request (T5) tax document: Call the Member Contact Centre at 1.877.378.8728 or visit your local branch.
• Stop payment: If you need to stop a payment, reach out to your branch or our Member Contact Centre at 1.877.378.8728.
• Multiple bill payments: The screen to enter multiple bill payments at the same time will be back soon.
• Order cheques: Call the Member Contact Centre at 1.877.378.8728 or visit your local branch.
• Profit Share management: This tool is not available but will be re-introduced soon.
• Savings goals: This feature is not available in the mobile app but can still be accessed through online banking.
• Forgot User ID: This feature is not available in the mobile app but can still be accessed through online banking.