BANKING UPDATES / FOR FORMER CONNECTFIRST MEMBERS
Online and mobile banking
Your connectFirst online and mobile banking will move to Servus online and mobile banking during conversion weekend.
After conversion, you'll use the Servus online banking site and the Servus mobile banking app. Most personal and small business members will be able to sign in using their existing connectFirst user ID and password.
Before conversion
A few simple checks now can make signing in after conversion easier.
Make sure you know your user ID and password
Most members will use their existing connectFirst user ID and password to sign in after conversion.
If you usually sign in using fingerprint or facial recognition, try signing in once with your user ID and password. This is simply a good way to make sure you know your sign-in information before conversion.
If you cannot sign in, reset your password or contact us for help.
Check your email address and phone number
Make sure the email address and phone number in your connectFirst online banking profile are current.
We need your email address to move your digital banking profile. You'll also need a current phone number to set up multifactor authentication when you first sign in after conversion.
To review or update this information:
Online banking: My Dashboard → Settings → Contact details
Mobile banking: More → Profile → Contact details
Check your online banking messages
Review messages from Servus in your connectFirst online banking inbox.
Most members will follow the general sign-in steps on this page. If you need to change your user ID or complete another step, we'll send you instructions or contact you directly.
Save detailed Interac e-Transfer® records if you need them
Detailed Interac e-Transfer® history from your connectFirst profile will not be available in the same form after conversion.
Basic transaction information will continue to appear on your statements and in your account details. If you need the detailed record for bookkeeping or other purposes, print or save it before conversion weekend.
Signing in after conversion
After conversion, you’ll use Servus online banking and the Servus mobile app. The connectFirst mobile app will no longer be used for your banking.
When systems come back online following conversion, complete your first sign-in through Servus online banking. 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.
Sign in to Servus online bankingIf you use the connectFirst mobile app:
After completing your first sign-in through online banking, download the Servus mobile app to continue banking on your mobile device. The connectFirst mobile app will no longer be used after conversion.
Set up multifactor authentication
Because you're moving to Servus online and mobile banking, you'll need to set up multifactor authentication during your first sign-in, even if you already have it set 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 will support the day-to-day banking activities you use most.
You'll be able to:
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 be organized and displayed differently after conversion.
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
After conversion, 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'll use Servus online and mobile banking after conversion. Most small business members will 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
Today, an accountant, bookkeeper, employee or other authorized person may use one connectFirst user ID to access accounts for more than one business.
After conversion, access through Servus online banking will be set up separately for each business. Anyone who currently uses one user ID to access more than one business will need separate access for each business.
If your business is affected, we'll contact the business owner or online banking administrator with instructions.
After conversion, 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 use connectFirst Commercial Online Banking, your Servus relationship team will contact you directly with information about the move to Servus Commercial Online Banking and any training your administrators may need.
Administrators
If you're an administrator moving from connectFirst Commercial Online Banking, you'll be contacted and trained on Servus Commercial Online Banking before conversion. After conversion, you'll receive a welcome email with instructions to create your credentials and sign in for the first time. You'll then be able to add your users.
Users
If you're a user moving from connectFirst Commercial Online Banking, your administrator will first need 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 multifactor authentication and using Servus online and mobile banking.
If you can't sign in after conversion or an account you expect to see is missing, contact us for help.
Still have questions?
Our FAQs cover accounts, cards, payments, digital banking and what to expect during conversion weekend.
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