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.
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.
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.
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.
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.
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.
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.