Take Charge Money Manager™

Add Accounts

Add all your accounts from Coast Capital Savings and other financial institutions* to Online Banking to make the Take Charge Money Manager your banking one-stop-shop.

Yes, you read that right: All. Your. Accounts.

It’s almost like having your cake and eating it too. Or killing two birds… you get the point.

  • Keep track of what you have where, and what the overall picture of your financial situation is.
  • Your data from all accounts will be combined to give you a breakdown of your finances. This includes chequing and savings accounts, credit cards, loans, mortgages, and other lines of credit from other banks and credit unions across North America.
  • Say 'so long' to your banking and budgeting spreadsheets and give your calculator the much-needed R&R it deserves.

To get the full 4-1-1 of the Add Accounts feature and how it works, watch the short video below.

 

Getting started with Accounts

Need more help?

For a full rundown of how to use the tools in detail, check out our User Guide and Frequently Asked Questions.

User Guide PDF    FAQ

Let's do this.

Sign in to Online Banking to get started.

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* By enabling the Take Charge Money Manager, you may choose to allow the Take Charge Money Manager to use financial information from your accounts with other financial institutions. For full Terms and Conditions of the Take Charge Money Manager, click here.