Improved Coast Online Business Banking coming this fall.
New and improved features
- An enhanced, visually appealing design for a better overall experience.
- New self-serve functionality, enabling you to retrieve your username, change your password, and assign names to your accounts and membership for greater clarity and organization.
- Improved banking features, allowing you to set recurring bill payments and undertake cross-currency transfers (CDN/USD within your memberships).
- Enhanced security requiring one-time passwords for high-value transactions.
Ability to arrange wire transfers. If you currently use wire transfers in Coast Online Banking for Small Business, you will continue to have this functionality in the new platform. If you don’t and would like to be set up to use wire transfers, speak with your relationship manager or the Business Advice Centre.
What to expect next
As a current user of Coast Online Business Banking, you’ll receive a welcome email from coastalerts@coastcapitalsavings.com with your username to use when logging into the new system. You’ll be directed to visit our website page to log in and set up your profile and undertake your business banking.
How to prepare
Your online banking access will remain uninterrupted, and with a little preparation, you can continue handling your business banking needs as we upgrade—such as bill payments, transfers, and managing payees. Here's what you need to do to prepare:
- Avoid the following actions in the two weeks before your assigned conversion date.
- Modifications to connected memberships and accounts
- Changes to user permissions and transaction limits
- Verify your online users’ contact information, including their cell and email addresses. Provide the information to your Coast Capital Relationship Manager or our Business Advice Centre before your migration date.
- Complete any approvals or rejections of financial transactions by 8:00 pm (PT) two days before your scheduled conversion, as pending transactions will not carry over to the new system. In the event an urgent transaction is needed after the deadline, please contact your Coast Capital Relationship Manager for assistance, or our Business Advice Centre at 1.833.205.5948 or online.mobilebusinessbanking@coastcapitalsavings.com
We've answered your most popular FAQs.
The migration of accounts will happen in three groups – October 17, October 24 and November 7. Your Relationship Manager or a member of our Business Advice Centre team will contact you directly at least 30 days in advance of your conversion date to notify you of your membership’s scheduled migration date. A letter of notice will also be provided approximately 30 days in advance.
Yes. Your memberships on the current Coast Online Business Banking system will automatically be migrated to the new system. Once your memberships are converted to the new system, all users will receive a Welcome email from coastalerts@coastcapitalsavings.com with their username to use when logging into the new system. Visit the ‘Getting Started’ page on our website to set up your profile and begin using the new online banking
As pending transactions will not carry over to the new system, all financial transactions need to be approved or rejected two days before the conversion. In the event an urgent approval is needed we are here to help. Contact your Coast Capital Relationship Manager for assistance or call our Business Advice Centre at 1.833.205.5948 or email online.mobilebusinessbanking@coastcapitalsavings.com.
If you have any questions or require support navigating the new system, visit our Digital Support. You can also contact your Coast Relationship Manager for assistance or call our Business Advice Centre at 1.833.205.5948 or email business.upgrade@coastcapitalsavings.com.