After connectFirst Credit Union and Servus Credit Union came together, we continued to operate two banking systems while preparing to bring them together. The conversion moved member accounts and services onto one shared banking system. It is now complete, following a temporary interruption to some banking services during conversion weekend (October 2 to 4, 2026).

The credit unions had already come together as one organization, but member accounts and services continued to operate on two separate banking systems. Bringing those systems together was another important step in completing the integration. 

Operating on one banking system creates a more consistent foundation for serving members across Servus. Employees can now support members more consistently across the expanded branch network, and Servus is better positioned to provide a more connected banking experience over time. 

The impact depends on where your accounts were originally held. Members originally with connectFirst may notice changes to their accounts, debit cards and digital banking now that they have moved to Servus systems. Members whose accounts have always been with Servus continue to use their existing accounts and products. If you have accounts from both Servus and connectFirst, the changes to connectFirst banking apply to that part of your relationship, and some details may work differently for you.

Yes. Your money remains safe and secure. 

No. Accounts and products affected by the conversion moved automatically. Members originally with connectFirst do not need to open replacement accounts or reapply for existing loans, mortgages or lines of credit because of the conversion. Some accounts, features, fees or ways of banking may now work differently.

Conversion took place October 2–4, 2026, and is now complete. Some banking services were temporarily unavailable while we brought our banking systems together.

Visit Servus.ca/BankingUpdates for the latest information, helpful resources and support options. Bookmark the page and check it regularly.

Keep your email address and contact number current so you receive important account updates and notices without delay. To update them, log in to Servus online banking and go to More > Profile and settings > Edit email and SMS.

You can also call our Member Contact Centre at 1.877.378.8728 or visit any Servus branch for help updating your email address, home address and contact number.

Chequing and savings accounts originally with connectFirst moved automatically to the Servus accounts that best match how members bank today. Account balances also transferred automatically. 

Your new account may have a different name, features, transaction limits, minimum-balance requirements or fees. You did not need to take any action before conversion. Now that conversion is complete, you are encouraged to review your new account. If another Servus account would better suit your needs, contact us and we will help you review your options.

Now that conversion is complete, you are encouraged to review your new account, including its features, transaction limits, minimum-balance requirements and fees.

If another Servus account would better suit your needs, contact us. We will help you find the right account.

Some account-plan fees and fees charged for specific services changed as accounts and services originally with connectFirst moved to the Servus fee structure. The amount that applies depends on the account, service and transaction involved. See the applicable account and fee information for details.

Yes. If you have a membership originally with connectFirst, that membership received a new Servus member number as part of the conversion. 

Your member number identifies your membership with Servus. It is different from the account numbers associated with your chequing and savings accounts.

You can now find your new member number in Servus online and mobile banking and on your Servus statements. If you call us or visit a branch, our team can also locate your member number after confirming your identity.

Chequing and savings accounts originally with connectFirst received new Servus account numbers as part of the conversion.

You can find your new account numbers in Servus online and mobile banking and on your first statement after conversion. If you call us or visit a branch, our team can also locate your account information after confirming your identity.

Existing cheques, direct deposits and pre-authorized debits linked to your previous connectFirst account information automatically redirect to your new Servus account. Use your new Servus account information when setting up new arrangements. 

Some memberships originally with connectFirst may show a different home branch on their statements because membership information is organized differently in the Servus banking system. 

This does not change where you can bank or which Servus branches you can visit.

Statements for accounts originally with connectFirst now use the Servus statement format. You may notice these changes:

• Personal statements for accounts originally with connectFirst were generally produced on the 17th of the month.
• Servus personal statements are produced on the 21st, so your statement may be available later in the month than you are used to.
• How accounts are grouped: Accounts with the same ownership structure are grouped together on one statement. For example, accounts you own individually may appear together, while accounts held with a different joint owner may appear on a separate statement. If you previously received several statements, you may now receive fewer.
• Account and product names: Some accounts and products appear under their new Servus names.
• Statement layout: Information is organized and displayed in the Servus statement format, so some details may appear in a different place than they did on your connectFirst statements.
• Electronic statement notifications: Members who receive eStatements will receive a notification when a new statement is available.

Business statements continue to be produced at month end. If you previously received paper statements, you are expected to continue receiving paper statements. If you previously received eStatements, you are not expected to need to register again, and you will receive a notification when a new statement is available. These statement changes do not affect your account balances, ownership or access.

You will receive a final connectFirst statement showing activity recorded before your accounts moved to the Servus banking system. Your first Servus format statement will begin with activity recorded after the move. Together, the statements are intended to provide a continuous record of your account activity through conversion.

Previous connectFirst statements remain available. You can easily access and download them through online banking. If you need assistance, contact us or visit any Servus branch.

Statements remain available in accordance with our records-retention requirements.

Statement delivery preferences transferred as part of conversion using the information available in the previous banking system. As a result, you may receive statements differently than you did before conversion. You do not need to sign up for eStatements again. If you have online banking access, eStatements remain available at no charge. You can now review and update your statement delivery preference through online banking or contact us for assistance.

Loans, Lines of Credit and other credit products moved automatically to the Servus banking system as part of conversion. Existing balances, repayment history and account terms continue without interruption.

Members who monitor their credit reports may notice that their existing credit products are being reported under Servus. This may result in new account reporting activity appearing on their credit report, but the underlying credit product and borrowing arrangement remain the same. No action is required. 

A final registered account statement was produced as part of the banking system conversion for the period from April 3, 2026 to October 2, 2026.

Members who closed a registered account between April 3, 2026 and June 30, 2026 may receive this final statement even though they previously received a statement covering activity up to June 30, 2026. As a result, some transactions may appear on both statements. This does not mean the account has been reopened. No action is required.

A final registered account statement was produced as part of the banking system conversion for the period from April 3, 2026 to October 2, 2026. Members who closed a registered account between April 3, 2026 and June 30, 2026 will receive this final statement even though they already received a statement covering activity up to June 30, 2026. As a result, transactions from April 3, 2026 to June 30, 2026 appear on both statements. This does not mean the account has been reopened. No action is required.

Your GIC or term deposit moved automatically to the Servus banking system. Your principal, interest rate, remaining term and ownership remain the same for the remainder of the current term.

You did not need to reopen or renegotiate it, and no action was required for it to move.

You may notice a different product name in Servus online and mobile banking or on your statement. A different name or presentation does not change the terms of your existing GIC or term deposit.

If you do not provide instructions before your GIC matures, it will automatically renew into the same type and term, where available, at the rate in effect on the renewal date.

If the same product is no longer available, your GIC may renew into a comparable product. If no comparable product is available, it will renew into a one-year redeemable GIC.

If you would prefer a different term or another available option, contact us before your GIC matures. You can visit any branch or call the Member Contact Centre to discuss your options. 

You can now renew eligible GICs and open eligible non-registered GICs through Servus online and mobile banking. 

Your loan moved automatically to the Servus banking system. You did not need to reapply for or renegotiate your loan because of the conversion.

For the remainder of your current loan term, the following are expected to remain the same:

• Your outstanding balance.
• Your current interest rate.
• Your remaining term.
• Your scheduled payment amount and frequency.

Your loan may appear under a different product name or account number in Servus online and mobile banking and on your statement.

Your mortgage moved automatically to the Servus banking system. You did not need to reapply for or renegotiate your mortgage because of the conversion.

For the remainder of your current mortgage term, the following are expected to remain the same:

• Your outstanding principal balance.
• Your current interest rate.
• Your remaining term.
• Your scheduled payment amount and frequency.

Your mortgage may appear under a different product name or account number in Servus online and mobile banking and on your statement.

If we do not receive your renewal instructions before your mortgage matures, your mortgage will automatically move into a one-year open mortgage term.

Review the renewal information you receive and provide your instructions before the maturity date if you want to choose another available term.

If your mortgage has already moved into the one-year open term, contact us to discuss the renewal options available to you.

Your Line of Credit originally with connectFirst moved automatically to an account on the Servus banking system. The account it moved to depended on the type of Line of Credit you have:

• Your Personal Line of Credit moved to a Servus Personal Line of Credit account.
• Your Business Line of Credit moved to a Servus Business Line of Credit account.
• Your RRSP Line of Credit moved to a Servus RRSP Line of Credit account.
• Your Student Line of Credit moved to a Servus Student Line of Credit account.

You did not need to apply for the new account or take action for your balance and approved credit limit to transfer.

The accounts created through conversion may have different features, transaction options and fees from other Servus credit products with similar names. The information in the questions below explains how your Line of Credit now works.

Your outstanding balance transferred automatically to your Line of Credit on the Servus banking system.

Your approved credit limit stayed the same. You can continue to borrow, repay and borrow again, according to the access rules that apply to your type of Line of Credit.

The standard interest rate that applies to your Line of Credit did not change at conversion.

If your balance exceeds your approved credit limit, an unauthorized interest rate will be charged on the amount that exceeds your limit.

How interest is charged to your Line of Credit changed. Previously, your monthly interest may have been withdrawn from another account on your chosen payment date. Interest is now added directly to your Line of Credit balance at the end of each month.

Your required payment is interest-only and is due on the first day of the following month. You can continue to make additional payments at any time to reduce your principal balance.

Because the interest charge is added to your balance, your balance increases until you make a payment. If the interest charge puts your balance above your approved credit limit, the over-limit interest rate applies to the amount above your limit.

Depending on how you previously made payments, you may need to update your payment arrangement. Review your payment arrangement to make sure it continues to meet your needs. If you would like to make any changes, you may call or visit a branch.

A small number of business members have customized payment arrangements that require additional changes. Servus will contact affected members directly and explain what they need to do.

How you access your available credit depends on the type of Line of Credit you have.

Personal and Business Lines of Credit

You can access or repay your Line of Credit by:

• Transferring money to or from another eligible Servus account through online or mobile banking;
• Scheduling a future or recurring transfer;
• Depositing money directly to your Line of Credit;
• Arranging automatic funds transfers;
• Writing cheques from your Line of Credit; or
• Visiting a Servus branch for help.

You cannot use your Line of Credit directly for:

• Debit card purchases;
• ATM withdrawals;
• Interac e-Transfer^® transactions;
• Self-serve bill payments, including government and AGLC payments; or
• Mobile cheque deposits.

To use your available credit for one of these transactions, first transfer the amount you need from your Line of Credit to an eligible Servus account. You can then complete the transaction from that account.

RRSP and Student Lines of Credit

How you request funds has not changed. Advances continue to be arranged through your advisor.

No. Your previous connectFirst Line of Credit moved to its new account separately. It did not automatically combine with a Line of Credit you already had at Servus. The accounts may have different features, fees and transaction options, even if their names are similar.

Contact us if you would like to review your accounts and discuss your options. Any changes would be subject to the terms and approval requirements that apply at that time.

As of Friday, October 2, 2026 your connectFirst Visa® Debit Card has been replaced with a Servus Member Card®, which is a Debit Mastercard®. Your Servus Member Card® has a new card number.

You should receive a Servus Member Card® by mail if you used your connectFirst Visa® Debit Card at least once between August 2025 and August 24, 2026, and Servus had your current mailing address when replacement cards were prepared.

You may not receive a card through the initial mailing if:

• You did not use your connectFirst Visa® Debit Card during that period;
• Servus did not have your current mailing address;
• Your current card can only be used to make deposits; or
• You received your current connectFirst Visa® Debit Card after the replacement cards were ordered.

Not receiving a card through the initial mailing does not mean you are no longer eligible for one. You can get a Servus Member Card® at any Servus branch or contact the Member Contact Centre to request one by mail.

Follow the activation instructions included with your Servus Member Card® and complete a transaction using the card’s PIN at an ATM or a payment terminal. Your first successful PIN transaction will activate the card. You can then use tap and other supported card features.

Your Servus Member Card® is expected to use the PIN assigned to your connectFirst Visa® Debit card as of September 1, 2026.

If you changed your PIN after that date, your Servus Member Card® may use your previous PIN.

Visit a Servus branch if:

• Your PIN does not work;
• You do not remember your PIN; or
• You want to change your PIN.

Your daily purchase and ATM withdrawal limits may differ from those on your connectFirst Visa® Debit Card.

If the new limits don't meet your needs, contact us to have them reviewed.

Call the Member Contact Centre immediately if:

• Your Servus Member Card^® is lost or stolen;
• You notice a transaction you do not recognize; or
• You think someone else may have your card information.

We can secure your card and arrange a replacement if needed.

Yes. If a recurring payment was charged to the 16-digit number on your former connectFirst Visa® Debit card, you will need to give the business your new Servus Member Card® number after your new card is activated.

This may include subscriptions, memberships or other recurring purchases charged directly to your card number.

You do not need to update pre-authorized debits set up using your bank account information. Those payments are connected to your account rather than your Visa® Debit card number.

Yes. Your Servus Member Card® will not automatically replace your former connectFirst Visa® Debit card in your mobile wallet.

Once you've activated your Servus Member Card®, add it to your mobile wallet.

Your connectFirst Visa® Debit card used the Visa® network. Your Servus Member Card® uses the Mastercard® network.

Some online or cross-border merchants may accept one network but not the other.

If a merchant does not accept your Servus Member Card®, you will need to use another payment method.

Your Servus Member Card® will provide access to the accounts connected to that card.

The way your accounts are connected to your Servus Member Card® may differ from your former connectFirst Visa® Debit card. Review which account is selected when you make a purchase or withdrawal.

If a transaction is processed through a different account than you expected, contact us so we can review how your card is set up.

You may receive more than one Servus Member Card^® if:

• You had more than one connectFirst Visa^® Debit card connected to different memberships, such as separate personal and business memberships; or
• You already have a Servus Member Card^® and receive another card for your connectFirst membership.

Receiving more than one card does not necessarily mean that a card was issued in error. Each card may provide access to different accounts.

If you expected a Servus Member Card® but did not receive one, contact Servus to get one. If you need a card right away, visit a Servus branch to receive an instant card.

If you do not need a card right away, contact the Member Contact Centre to request a personalized card by mail.

Previous direct deposits to your connectFirst account, such as payroll, pension and government payments, will automatically redirect to your new Servus account.

You do not need to contact these payers or give them your new Servus account information because of the conversion.

Previous payments withdrawn directly from your connectFirst account, such as utility bills, insurance premiums and mortgage or loan payments, will automatically redirect to your new Servus account.

You do not need to make any changes or contact your billers because of the conversion.

The only exception is any recurring payment charged to the 16-digit number on your connectFirst Visa® Debit card. Once your new Servus Member Card® is activated, give the business your new card number so the payments can continue.

After conversion, use your new Servus account information only when setting up a new direct deposit or pre-authorized debit.

You can get the required account and routing information by:

• Signing in to Servus online banking, opening the Accounts menu and selecting Void Cheque/Direct Deposit Form
• Requesting a Notice of Account Information form at a branch or through the Member Contact Centre

Your connectFirst bill payees moved to Servus online and mobile banking.

Review the list to make sure the payees you use are available.

If you previously paid bills through both connectFirst and Servus online and mobile banking, you may see duplicate payees. Before making a payment, take a moment to review the list and remove any duplicates you no longer need.

Your previously scheduled bill payments will continue automatically after conversion, so you will not need to set them up again.

Take a moment to review your upcoming payments and make sure the biller, amount and payment date are correct.

Transfers scheduled between your connectFirst accounts are expected to continue after conversion.

After conversion, take a moment to review your scheduled transfers and make sure the accounts, amount and transfer date are correct. If a transfer does not appear as expected, contact us and we’ll help you review it.

Your connectFirst Interac e-Transfer® recipient list moved to Servus online and mobile banking.

Take a moment to review the list and make sure the people and businesses you send money to are available.

Your connectFirst Interac e-Transfer® Autodeposit registration will carry over to Servus online and mobile banking. After conversion, you may want to sign in to Servus online or mobile banking to confirm that Autodeposit is set up and working as expected.

You will continue to send Interac e-Transfer^®s through online and mobile banking after conversion like you do today, but you will use Servus online or mobile banking. Because of conversion, Interac may consider your member profile as new even if you have sent e-Transfer^®s through connectFirst digital banking in the past. This can sometimes cause e-Transfer^®s to be delayed, blocked, or declined while Interac checks that the activity is safe. This could also happen for a period of time after conversion when you add and send a transfer to a new recipient.

These security checks are controlled by Interac, and Servus Credit Union cannot remove or adjust them. If an e-Transfer^® is blocked or declined, we encourage you to:

• Keep using Interac e-Transfer^® as needed. Extra checks may happen at first.
• Start by sending smaller amounts of money and slowly increase the amount over time.
• Avoid repeating the same transfer request in a short time period. This may trigger more security checks. Wait 1-2 hours before trying again.

Receiving money via e-Transfer^® is not affected.

Your detailed history of Interac e-Transfers® sent and received through connectFirst online and mobile banking will not move to Servus online and mobile banking. 

Before conversion, take screenshots of any records you may want to keep, including the recipient, email address, message or transfer status. 

Your previous statements will continue to show the Interac e-Transfer® transactions posted to your account, but they will not show these additional details. 

Your Interac e-Transfer^® limits may be different after conversion.

To review your limits, sign in to Servus online or mobile banking and go to Interac e-Transfer^® → Send e-Transfer^® → View your sending limits. You will see the daily, weekly and monthly limits available to you.

If the available limits do not meet your needs, contact us after conversion and we’ll review them with you.

Only a few fees will change for members with accounts originally from connectFirst:

• The fee for completing a bill payment in a branch will change from $1.25 to $1.50 per bill for members.
• The fee to cancel an Interac e-Transfer® more than 60 minutes after it is sent will change from $3 to $5.

Other transaction and service fees are not changing because of conversion and will continue to apply based on the member’s Servus account and the service used.

For the fees changing after conversion, see transaction and service fee changes for former connectFirst members.

For other fees that may apply, see Servus Financial Service Fees.

Your connectFirst Interac e-Transfer® profile has become the profile you use after conversion. Recipients saved only in your existing Servus profile will not be retained.

We're taking care to move your connectFirst recipient information accurately. If the same recipient appears more than once after conversion, simply review the entries and remove any duplicates you no longer need and add any that may be missing.

If you use Interac® Sign-In Service to access another organization’s website, such as the Canada Revenue Agency, you will use your Servus online banking credentials after conversion. You will not need to create a separate sign-in, just be sure to have signed into Servus online banking at least once before using Interac® Sign-In Service.

After conversion, you can make Alberta Finance payments directly through the bill-payment section of Servus online or mobile banking. This means you will no longer need to use a separate third-party website, making it easier to manage these payments alongside your other banking.

Business members will be able to make most Canada Revenue Agency payments through bill payments in Servus online banking. This will make it easier to manage these payments alongside your other business banking.

Yes. You can continue using your existing connectFirst cheques until you run out.

You do not need to order new cheques because of the conversion. Post-dated cheques you have already written will continue to be processed. New cheques ordered after conversion will use your Servus account information.

No. Existing payments will transfer automatically as part of conversion. Twice-monthly bill and loan payments will follow the Servus twice-monthly schedule, which processes on the 15th of the month and the last business day of the month. Your payment amount and payment frequency will remain the same. No action is required. If you have questions about a specific payment schedule, we can review the payment dates with you.

Autodeposit was temporarily unavailable during our banking system conversion. An Interac e-Transfer® sent during this period was not deposited automatically.

Check your email for an Interac e-Transfer® notification, including your junk or spam folder. Open the notification and follow the instructions to deposit the funds. The notification may show a connectFirst tile. Do not select it, as you will not be able to complete your deposit that way. Instead:

• Select Choose a different financial institution.
• Select Alberta.
• Select Servus Credit Union.
• Sign in and follow the prompts to complete your deposit.

For members originally with connectFirst: If you are signing in to Servus online or mobile banking for the first time, you will be guided through the first-time sign-in process before you can complete the deposit. After signing in, go back to the Interac e-Transfer® email and follow the steps above to select Servus Credit Union.

Your Autodeposit registration will carry over, so you do not need to register again. Once signed in, you can confirm that Autodeposit is active and connected to the account you expect.

If you were expecting an Interac e-Transfer but did not receive an email notification, please contact the sender and ask them to cancel and resend the transfer. If you have Autodeposit set up, the resent e-Transfer will be automatically deposited into your account.

Members who had a pending question-and-answer Interac e-Transfer® before and up to 6 p.m. on Friday, October 2, will receive another notification asking them to complete the deposit.

The notification may show a connectFirst tile. Do not select it, as you will not be able to complete your deposit that way. Instead:

1. Select Choose a different financial institution.
2. Select Alberta.
3. Select Servus Credit Union.
4. Sign in and follow the prompts to complete your deposit.

If you have not signed in to Servus digital banking before, you will be guided through the first-time sign-in process before you can complete the deposit.

If you already selected the connectFirst tile, return to your Interac e-Transfer® notification and follow the steps above. You do not need to wait for another notification.

If you were expecting an Interac e-Transfer but did not receive an email notification, please contact the sender and ask them to cancel and resend the transfer. If you have Autodeposit set up, the resent e-Transfer will be automatically deposited into your account.

Some members may notice a duplicate withdrawal from their account at another financial institution for a pre-authorized loan payment to Servus. We’re processing corrections, and affected funds are expected to be returned automatically. Credits may appear in your account overnight as corrections are processed.

If you do not see the correction within the next five days or need additional support, call our Member Contact Centre at 1.877.378.8728 or visit your local Servus branch. We’ll work with you to make it right and reimburse any related fees, including non-sufficient funds (NSF) and overdraft fees.

Yes. Personal and small business members originally with connectFirst now use Servus online and mobile banking. Follow the first-sign-in instructions below to get started.

Yes. You now use the Servus mobile app. The connectFirst mobile app is no longer used for your banking. First, complete your first sign-in through Servus online banking.

Do not use the Servus mobile app for your first sign-in. After completing first-time setup online, download the Servus mobile app to continue banking on your mobile device.

Yes. An email address was required to move your mobile and online banking profile. 

If your email address was missing before conversion, you do not have access to mobile and online banking and need to contact the Member Contact Centre to have access set up again. 

A phone number is used for SMS multifactor authentication (MFA) and is required to sign in for the first time. This allows you to receive your verification code by text (mobile) or voice call (landline). Once you sign in for the first time, you can edit your authentication method.

No. You must sign in using your current user ID and password. Your debit card number will not work.

You can retrieve your user ID by clicking Can’t sign in? at the bottom of the login page.

Click I forgot my user ID.

Follow the steps on the screen to recover the user ID.

When asked for the member card number, you should use the number on your new Servus Member Card®.

Don’t worry. Your accounts are safe. Some members with multiple memberships may need to sign in a couple of times to get their profile completely loaded.

Profile linking is a convenient feature in Servus mobile and online banking. It allows you to sign in once and access all your Servus memberships. You can easily switch between your banking memberships without signing out and signing in again.

There could be a couple of reasons for this. Your delegates may not have an email address on file or they may be using the same credentials to sign in to different memberships. The structure of small business accounts is different in the new banking system, including the way delegates are set up. Some delegates may need to be added again following conversion. Please call the Member Contact Centre and we will be happy to add your delegates for you.

Visit our knowledge centre to learn about all the features in your new mobile and online banking.

Servus online and mobile banking has a queuing tool in place to prevent the online banking system from becoming overloaded. It will only appear if too many members try to sign in at the same time. QueueIT holds your place in line and informs you where you are in the queue and about how long it will be until you can sign in. When your turn to sign in arrives, you will have 10 minutes to begin your mobile or online banking session.

Begin by signing in with your connectFirst user ID and password through Servus online banking using a web browser. 

• You must sign in with your user ID and password, not facial recognition or fingerprint biometrics.
• Your user ID is not your debit card number.
• If you have more than one set of credentials to access multiple accounts, you need to sign in with each one to add them to your Servus digital banking profile.
• Once you have signed in with all connectFirst credentials, you should then sign in using your Servus user ID and password.

What if I forgot my Servus user ID?

You can retrieve your user ID by clicking Can't sign in? at the bottom of the login page.

• Click I forgot my user ID.
• Follow the steps on the screen to recover the user ID.
• When asked for the member card number, you should use the number on your new Servus Member Card®.

What if I forgot my Servus password?

You can retrieve your password by clicking Can't sign in? at the bottom of the login page.

• Click I forgot my password.
• Follow the steps on the screen to recover the user ID.
• If you cannot recall your security question and answer, you will need to call Member Contact Centre to reset your password.

Sign in to online banking (not the mobile app).

1. From the More dropdown menu, select Profile and settings.
2. Select Set wealth management accounts.
3. Select Activate access.
4. From the dropdown menu, select Aviso Wealth.
5. Enter your Aviso Client ID in the Client/investor number field.
6. Select Continue.
7. Review the information on the summary screen and select Continue.

Once you have activated your wealth accounts in online banking, they will be added to your profile and you'll see them in both online and mobile banking. You can also view your investment information at investor-hub.ca or Aviso.ca. As always, you can reach out to your Wealth Advisor at any time.

Yes. Your online banking will move to the Servus Commercial Online Banking platform.

Visit our knowledge centre to learn about all the features in your commercial online banking.

Your existing Servus accounts were not directly affected by the conversion. The changes explained in these FAQs apply to your accounts originally with connectFirst.

Your existing Servus membership and your membership originally with connectFirst remain separate. You kept your existing Servus member number and received a new Servus member number for your membership originally with connectFirst.

You may have more than one Servus Member Card® if you already had a card for your existing Servus membership and received another card to replace a previous connectFirst Visa® Debit Card.
 
Each card may provide access to different accounts. If you are unsure which accounts a card accesses, contact us and we will help you review it.

Your previous connectFirst Interac e-Transfer® profile became the profile you now use. Recipients saved only in your previous Servus profile were not retained.

If you took a screenshot of the recipients in your Servus profile before conversion, you can use it to quickly add back anyone who is missing.

Your connectFirst recipient information moved as part of conversion. If the same person or business appears more than once, review the entries and remove any duplicates you no longer need.

Business and agriculture chequing and savings accounts originally with connectFirst moved automatically to comparable Servus accounts. Account balances also transferred automatically.

Your new account may have a different name, features, transaction limits, minimum-balance requirements, interest structure or fees. You do not need to open a replacement account or take any action before conversion.

Review your new account and how it works for your business or agricultural operation. If another Servus account would better meet your needs, contact us and we will help you review your options.

Use the business and agriculture account-comparison information to find your previous connectFirst account and the Servus account it moved to.

The comparison information also explains the pricing, transaction allowances, minimum-balance requirements and other features that now apply.

For some Servus business and agriculture accounts, both deposits and withdrawals count toward the transactions included each month.

This means your monthly transaction total may be different even if your banking activity has not changed. Depending on your account and transaction volume, this may also affect your monthly fee.

After conversion, review how transactions are counted on your new account. If you need help understanding your account activity or fees, contact us and we will review them with you.

Review your new account, including its features, transaction limits, minimum-balance requirements and fees. 

If another Servus account would better suit your business or agricultural operation, contact your advisor, a Servus branch, the Business Banking Centre or the Member Contact Centre. We will review your banking needs with you and help you explore your options. 

Agricultural Negotiated and Commercial Optimizer accounts originally with connectFirst moved to a Servus Business Custom Plan.

Your account name, account number and how the account appears in online banking and on statements changed. Your existing custom-pricing arrangement is expected to continue under the Business Custom Plan. 

You did not need to take any action before conversion.

connectFirst Community Account and Community Strong accounts moved automatically to the Servus Community Plan. 

• Both deposits and withdrawals now count toward the transactions included each month. 
• Fees may apply if you exceed the number of included transactions.
• The chequing account no longer earns interest.

You did not need to take any action before conversion. Review your account and contact us if another option may better meet your organization’s needs.

Lawyers Trust accounts remained Lawyers Trust accounts. Realtors Trust accounts moved to Servus Real Estate Trust accounts.

Your account moved automatically. You may notice a different account number, account name or presentation in online banking and on statements, but you did not need to open a replacement account or take any action before conversion.

Your registered products moved automatically to the Servus banking system. Your balance, ownership and existing beneficiary instructions continue.

You did not need to reopen your registered products or take any action for them to move.

You may notice a different product name or a different way the product appears in Servus online and mobile banking or on your statement. A different name or presentation does not change your ownership or balance.

No. Existing beneficiary designations and other beneficiary instructions remain in place and continue to be honoured.

You do not need to contact us because of conversion. If you would like to review or update your beneficiary information for another reason, contact us and we will be happy to help.

Yes. Statements for RRSPs, RRIFs, TFSAs and FHSAs are now produced quarterly instead of semi-annually.

If you receive electronic statements and we have your current email address, you will receive a notification when a new statement is available.

The change in statement timing does not affect your registered-product balance or ownership.

Your safety deposit box remains at its current location. Your box number, access rights and rental agreement continue as they did before conversion. 

The annual fee-collection schedule changed. Your next annual fee payment is due in September 2027. 

You did not need to sign a new agreement or take any action because of conversion.

Yes. Your overdraft protection continues, and you do not need to set it up again.

If you previously had more than three overdraft accounts linked to one account, only three may remain linked following conversion. Review your setup and contact us if you would like to confirm or change the accounts that are linked.

Take some time to review:

• The accounts and products shown in Servus online and mobile banking
• Your account balances and recent transactions
• Your bill payees and scheduled bill payments
• Your scheduled transfers
• Your Interac e-Transfer® recipients and Autodeposit registration
• Your account fees, transaction limits and minimum-balance requirements
• The accounts connected to your Servus Member Card®
• Access for anyone authorized to use your business accounts

Some information may now be organized or displayed differently. A different account name, number, grouping or presentation does not necessarily mean that something is wrong.

If an account, balance, transaction or access arrangement does not appear as expected, contact us and we will review it with you.

If you experience an unexpected impact as a result of the conversion, contact us within the first 60 days. We’ll work with you to make it right.

First, review all the memberships and accounts shown in Servus online and mobile banking. Accounts may be grouped or displayed differently than they were in connectFirst digital banking.

If you still cannot find an account you expect to see, contact us. We will confirm your identity and help you view your account information.

Review your recent transactions and the full account information. Some balances, particularly lending balances, may be displayed differently in the Servus banking system.

If the amount still appears incorrect or you see a transaction you do not recognize, contact us and we will review it with you.

Review the biller or recipient, amount, payment date and account used.

Payments and deposits scheduled during conversion weekend were expected to be processed once the banking systems became available again. If a payment or transfer still does not appear as expected, contact us and we will help you review it.

Review your new account, including its features, transaction limits, minimum-balance requirements, interest and fees.

If another Servus account would better suit your needs, contact us. We will review your banking needs with you and help you explore your options.

Visit the Servus Mobile and Online Banking Support Centre for information about signing in, multi-factor authentication, account notifications, statements, transaction history and other common banking tasks.

If you cannot sign in or an account you expect to see is missing, contact us for help.

You can contact the Member Contact Centre at 1.877.378.8728 or visit any Servus branch.

For help with a business, agriculture or commercial account, you can also contact your advisor, Relationship Manager or the Business Banking Centre.

Visit Servus.ca/BankingUpdates for the latest confirmed information, banking service updates and support resources.

Profit Share® Rewards cash is one way Servus shares its profits with eligible members. It became available to members with accounts originally with connectFirst as a benefit of our merger.

Servus deposits Profit Share® Rewards cash into a dedicated Profit Share® Rewards account. If you are eligible and do not already have one, an account is created for you automatically so you can receive future Profit Share® Rewards deposits. No action is required.

• Why was funding added to my common shares account?

  Members with accounts originally held at connectFirst who did not already have a Servus common shares account had one created as part of the transition to Servus. Because a common shares account is required for Servus membership, Servus has provided the required funding to establish the account. No action is required.

• Why will I receive a 2025 Profit Share® Rewards payment?

  Profit Share® Rewards cash is one way Servus shares its profits with eligible members. It became available to members with accounts originally with connectFirst as a benefit of our merger.

  In 2025, some members previously with connectFirst did not have an account that could accept their Profit Share® Rewards cash. For members who did not open an eligible account, a Profit Share Rewards account or registered demand account is being created following conversion, and the 2025 payment will be deposited automatically. No action is required.

• Do I need to do anything?

  No. The payment will be deposited automatically and no action is required.