Help Centre

On desktop and mobile browser 🖥
1) Navigate to "Accounts" in the main menu, click on "Account summary".
2) Click on the ">" button for the GIC that you would like to change the maturity instructions for.
3) Under the "Maturity Instructions" section, click the "Change maturity instructions" button.
4) Update the actions to take at maturity for your GIC. For renewal at maturity, please provide the renewal information.
5) Click the "Continue" button at the bottom of the screen to review your updates.
6) If you are changes are correct, click on the "Continue" button to submit your updated maturity instructions.

On app 📱
1) Select "Accounts" in the bottom navigation bar.
2) Select the GIC that you would like to change the maturity instructions for.
3) Under the "Maturity Instructions" section, select the "Change maturity instructions" button.
4) Update the actions to take at maturity for your GIC. For renewal at maturity, please provide the renewal information.
5) Select the "Continue" button at the bottom of the screen to review your updates.
6) If you are changes are correct, select the "Continue" button to submit your updated maturity instructions.

On desktop and mobile browser 🖥
1) Navigate to "Accounts" in the main menu, click on "Account summary".
2) Click on the the ">" button for the account that you would like to see the details for.

On app 📱
1) Select "Accounts" in the bottom navigation bar.
2) Choose the account that you would like to see the details for."

On desktop and mobile browser 🖥
1) Navigate to "Accounts" in the main menu, click on "Account summary".
2) Click on the "⌄" button for the Savings Account that you would like to see the latest transactions for.

On app 📱
1) Select "Accounts" in the bottom navigation bar.
2) Select the Savings Account that you would like to see the latest transactions for.
3) Select the "Transactions" tab.

On desktop and mobile browser 🖥
1) Navigate to "Accounts" in the main menu, click on "Account transactions".
2) Click on the filter icon.
3) Select a date range on the calendar. Oaken Digital will only allow searches back to January 1st 2021. Date ranges cannot be greater than one year.
4) Click on the "Search" button to your view transactions within your selected date range.

On app 📱
1) Select "Accounts" in the bottom navigation bar.
2) Select the Savings Account that you would like to see the latest transactions for.
3) Select the "Transactions" tab.
4) Tap on the filter icon.
5) Select a date range on the calendar. Oaken Digital will only allow searches back to January 1st 2021. Date ranges cannot be greater than one year.
6) Tap on "Apply filters" to your view transactions within your selected date range.

On desktop and mobile browser 🖥
1) Navigate to ""Accounts"" in the main menu, click on ""Account transactions"".
2) Use the account carousel to select the Savings Account that you would like to download the transaction summary for.
3) Click on the filter icon.
4) Select a date range on the calendar. Date ranges cannot be greater than one year.
5) Click on the ""Search"" button to your view transactions within your selected date range.
6) Choose a file format option in the ""Export to"" dropdown. File formats supported for export are CSV, PDF, Quicken, Quickbooks, Sage and Xero.
7) Click the ""Download"" button to download your file.

On app 📱
1) Select ""Accounts"" in the bottom navigation bar.
2) Choose the Savings Account that you would like to download transaction summary for.
3) Select the ""Transactions"" tab.
4) Tap the filter icon.
5) Select a date range on the calendar. Date ranges cannot be greater than one year.
6) Select ""Apply filters"" to your view transactions within your selected date range.
7) Tap on the ""Share"" icon and choose a file format option. File formats supported for export are CSV and PDF.

On desktop and mobile browser 🖥
1) Navigate to "Accounts" in the main menu, click on "Account summary".
2) To the left of the consolidated balance, click on the "All accounts", "Home Bank", or "Home Trust Company" buttons filter accounts by issuer.

On app 📱
1) Select "Accounts" in the bottom navigation bar.
2) Select on the filter icon.
3) Select an issuer from the dropdown, you can also select an account type and type in an account name or number to refine your results.
4) Press "Apply filters" to your view accounts with the selected issuer.