An important notice for legacy Encompass Credit Union members:
On March 20, legacy Encompass members will need to switch to the Vision Credit Union digital banking platform to access their online and mobile banking. It's time to take a few steps to make this transition seamless. Find out what you need to know.
Getting ready: Personal Banking
What you need to DO:
List of Services
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1. Ensure your information is current.List Item 1
Check that your cell number and personal email are up to date. You will need this to log in for the first time. You can update this at your branch.
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2. Record e-Transfer recipient lists.List Item 2
E-Transfer recipient lists WILL NOT transfer automatically. Make a note of your active recipients so that you can add them to the new Vision banking platform.
What you need to KNOW:
Getting ready: Business banking
What you need to DO:
List of Services
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1. Make a note of delegate information.List Item 1
If you have delegates on your business accounts, now is a good time to record that delegate information. You’ll need to re-add these when logging into the new platform.
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2. Download any historical CRA payment information that you need for your records.List Item 2
Scheduled CRA payments and filing information will not transfer over to the new platform. If you need these records, be sure to record this payment information before the migration date. Historical information for CRA payments and filing will not be available in your Vision online banking.
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3. Record e-Transfer recipients.
e-Transfer recipient lists WILL NOT transfer. Make a note of your active recipients so that you can add them to the Vision online banking platform.
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4. Cancel auto-deposit by March 16
e-Transfer auto-deposit will not transfer. To avoid issues, if you have auto-deposit set up, please delete or cancel before March 16th. You can set up auto-deposit again once you’ve logged into the Vision platform.
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5. Ensure we have current information for you and account signers.List Item 3
Check that your cell number and personal email are up to date. You will need this to log in for the first time. Ensure every signer’s contact information is up to date with Vision. You can update this at your branch.