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Aviso Linked Accounts
An exciting new wealth management feature is coming to digital banking! Starting on December 2-3, members who manage their investments with Aviso will be able to see their account information in online and mobile banking.
- Your Investments, All in One Place: You can now view your Aviso investment accounts directly in online and mobile banking – no need to sign in separately.
- Seamless Access to Your Portfolio: See your account balances, recent transactions and investment details in a single, secure view.
- Link Multiple Accounts: Members can link multiple Aviso products, including Aviso Wealth, Qtrade Investor and Qtrade Guided Portfolios, using their Aviso Client ID.
- Easy Setup in Three Steps: Linking your Aviso accounts is simple – just follow the three-step process in the new “Wealth Management Accounts” section of digital banking.
- Secure and Convenient: This feature is designed to give you secure, convenient access to your investment information – right alongside your everyday banking.
- View-Only Access: Linked Aviso accounts are view-only in digital banking. To make trades or manage investments, you’ll still sign in to Aviso directly.
- Control at Your Fingertips: You can disconnect linked accounts anytime through online or mobile banking and re-link them whenever needed.
To ensure a seamless transition, please ensure your contact information is updated on your online banking profile. You can do this through the mobile app or online banking desktop site. For detailed instructions, please visit our FAQs page.
Monday | November 3, 12:00 PM