BANKING UPDATES / ACCOUNTS ORIGINALLY WITH CONNECTFIRST
Online and mobile banking
Your connectFirst online and mobile banking has now moved to Servus online and mobile banking.
Complete your first sign-in through Servus online banking via a web browser, then use the Servus mobile app for mobile banking. Most personal and small business members can sign in using their existing connectFirst user ID and password.
Signing in after conversion
Conversion is complete. You’ll now use Servus online banking and the Servus mobile app. The connectFirst mobile app is no longer used for your banking.
Complete your first sign-in through Servus online banking using a web browser.
Important: Do not use the Servus mobile app for your first sign-in.
Go to Servus online banking.
Sign in using your existing connectFirst user ID and password.
Follow the on-screen steps to complete your first-time setup and set up multi-factor authentication.
Review the accounts shown in your profile.
Most personal and small business members will follow these steps. If different instructions apply to you, we’ll contact you directly.
Personal online banking: Your first sign-in
Small business online banking: Your first sign-in
If you used the connectFirst mobile app: After completing your first sign-in through Servus online banking using a web browser, download the Servus mobile app to continue banking on your mobile device.
Set up multi-factor authentication
You’ll need to set up multi-factor authentication during your first sign-in to Servus online banking, even if you previously set it up for connectFirst online and mobile banking.
Follow the on-screen steps to confirm your phone number and enter the one-time verification code you receive.
Using Servus online and mobile banking
Servus online and mobile banking support the day-to-day banking activities you use most.
You can:
View your accounts and balances
Pay bills
Transfer money
View eligible investment accounts
Open eligible GICs, RRSPs and TFSAs
Renew eligible GICs
View personal and business memberships
Not all features are available in both Servus online banking and the Servus mobile app.
Explore Servus online and mobile bankingReview your account information
Your accounts, balances and account numbers may now be organized and displayed differently.
When you first sign in, review the accounts shown in your profile. If an account you expect to see is missing, contact us for help.
Set up your account notifications
Review and set up the account notifications you want to receive in Servus digital banking.
You can choose notifications for:
When your account balance rises above an amount you select
When your account balance falls below an amount you select
Transactions greater than an amount you select
Transactions equal to a specific amount
Depending on the notification, you can choose to receive it by text, email or push notification.
Learn how to set up account notificationsNeed help with another banking task?
If you can't find the option you need in Servus online or mobile banking, visit the Mobile and Online Banking Support Centre or contact us.
Visit the Mobile and Online Banking Support CentreThe Support Centre includes guidance for available Servus digital banking features, including statements, transaction history, account notifications and other common tasks.
Small business banking
If you use online or mobile banking for a small business
You now use Servus online and mobile banking. Most small business members can sign in using their existing connectFirst user ID and password and complete the same first-time setup described above.
If someone accesses accounts for more than one business
Before conversion, an accountant, bookkeeper, employee or other authorized person may have used one connectFirst user ID to access accounts for more than one business.
Access through Servus online banking is now set up separately for each business. Anyone who previously used one user ID to access more than one business needs separate access for each business.
Check that each authorized person can sign in to Servus online banking and access the correct business accounts. If someone is missing access, contact us for help.
Commercial Online Banking
If you previously used connectFirst Commercial Online Banking, your Servus relationship team can help with information about the move to Servus Commercial Online Banking and any training your administrators may need.
Administrators
If you're an administrator who previously used connectFirst Commercial Online Banking, you should have been contacted and trained on Servus Commercial Online Banking before conversion.
You'll receive a welcome email with instructions to create your credentials and sign in for the first time. Once you've completed these steps, you can add your users.
Users
If you previously used connectFirst Commercial Online Banking, your administrator first needs to add you to Servus Commercial Online Banking. You'll then receive a welcome email with instructions to create your credentials and sign in for the first time.
Need help?
Visit the Mobile and Online Banking Support Centre for help signing in, setting up multi-factor authentication and using Servus online and mobile banking.
If you can’t sign in or an account you expect to see is missing, contact us for help.
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