Digital banking help
Worldsource balance display
Display your Worldsource Financial Management balances
How to do it
To display your Worldsource Financial Management investment balances, follow these steps:
- Sign in to digital banking
- From the menu, select Partner Accounts, then Display Preferences
- Under Worldsource, select Display
- Review the conditions and select Display Worldsource accounts
Your Worldsource Financial Management balances will now be displayed on your My Accounts dashboard.
FAQs
The balances displayed on your My Accounts dashboard are accurate within two business days. For the most up-to-date balance, log in to Worldsource View.
Please log in to Worldsource View or contact us.
All accounts are in CAD unless otherwise indicated.
To add your Worldsource Financial Management accounts to Money Manager, follow the steps for linking external accounts to Money Manager:
- Log in to digital banking
- From the menu, tap Money Tools then Money Manager
- Tap Add Accounts and follow the prompts
Don’t use Money Manager yet? Learn more
You can recover your login credentials through Worldsource View. If you need support, please contact Worldsource Financial Management directly.
Hide your Worldsource Financial Management balances
How to do it
To hide your displayed Worldsource Financial Management investment balances, follow these steps:
- Sign in to digital banking
- From the menu, select Partner Accounts, then Display Preferences
- Under Worldsource, select Hide
Your Worldsource Financial Management balances will no longer be displayed on your My Accounts dashboard. You can change this back at any time.