Business Members Online Banking Changes

Important: March 14-20 Service Disruption and Feature Unavailability

Please refer to the service disruption on the main Member Resource page.

Impact to Downloadable Banking Transaction History

Members can count on all having of their past e-statements available in the new online banking system, however if you regularly download your transaction history for QuickBooks, Sage 50, Excel or other available data files, your historical transactions before March 18 will not carry over in this format. If you’d like a historical data file, be sure to download your transaction history before March 18. After this date, the new digital banking platform will re-establish a transaction history for download. 

New delegate management tool: Will delegates have to be setup again?

Yes, you will need to re-create access for any of your existing delegates on the new online banking system before they can sign in. With the easy-to-use delegate management tools, your team can be up and running in no time. To get started, you will need to set up delegates from a desktop computer, not the mobile app.

New Business and Personal Consolidated View Feature

After March 20, business and personal accounts can be conveniently accessed through a single login. This consolidation feature works a little bit differently with the new system and you won’t be able to view your consolidated memberships until you have completed a few steps.

You will have to start by completing your initial sign in for each membership separately. Once you have completed the onboarding process for all your business and personal memberships, you can then consolidate them as required. Once this onboarding process is complete, you will be able to sign in once and switch between any of your consolidated profiles as needed. We will have an interactive demo to walk you through this process coming soon.

Changes to CRA Remittances

After March 18, 2022, CRA payment/remittance functionality will not be available through digital banking services. This includes GST/HST remittances, corporate tax remittances and payroll and source deductions.

  • Any historical records of CRA payments within the system will no longer be available to view or download. We recommend downloading a copy of your CRA filing and payment history before March 18. This can be done within current online banking. Alternatively, this payment history is available through your CRA account on the Government of Canada Website at Canada.ca  
  • We are currently investigating the addition of this payment feature for digital banking enhancements later in the year. Watch for updates within online banking.
  • Future CRA payments/remittances that you may need to make can be completed in any one of our TCU Financial Group branches or you can remit them electronically using the CRA My Payment option on the Government of Canada Website at Canada.ca. We will continue to offer free in-branch CRA Business Tax Remittances / Payments for members as we develop an online option.

FAQ

Will there be business online banking services, or will we lose our current online banking access?

There will be new business online banking services that will provide numerous enhanced functionality benefits for our business members. Stay tuned for more details!
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