Unlock your early access to the new Money Chat today

Try Money Chat online for a chance to win $500

Select Coast Capital members are invited to unlock early access to our new and improved Money Chat tool, now available through Coast Online® Banking and the Coast Mobile® Banking app. Plus, be automatically entered for a chance to win one of three $500 cash prizes* when you complete your Money Chat before June 5.

Complete your Money Chat online by June 5

Sign in to Coast Online® Banking or the Coast Mobile® Banking app to access your exclusive Money Chat link from your Messages Inbox and be entered to win. For more information, please call us at 1.888.517.7000

Take control of your future with Money Chat

In as little as 5 minutes, Money Chat gives you the power to reach your goals by simply answering a few questions about yourself and your financial behaviours. 


What you’ll get :

  • An assessment of your financial health, without judgmental scores.
  • A curated list of tools and resources that will help you take meaningful steps towards your financial goals.
  • Access to an advisor when you wish to review your results and put them into action with a personalized plan.


What you’ll get :

  • An assessment of your financial health, without judgmental scores.
  • A curated list of tools and resources that will help you take meaningful steps towards your financial goals.
  • Access to an advisor when you wish to review your results and put them into action with a personalized plan.

What Money Chat covers

You’ll answer questions that cover the four categories of financial health below. Explore the resources presented at the end of your Money Chat on your own or connect with an advisor to build a personalized action plan and put your results into action.

Manage
Manage

We'll go through the basics of budgeting and how to optimize your day-to-day banking habits.

Save
Save

Whether you’re an avid investor or never saved before, we’ll help you find ways to put more away.

Borrow
Borrow

Together, we'll walk through ways to manage your debt and how to understand your credit rating.

Plan Ahead
Plan Ahead

Understand how you can reach your retirement goals and protect what matters to you. 

Completing the new Money Chat is easy

Step 1

Open Money Chat

Through your early access link available in your Messages Inbox of Coast Online® Banking or the Coast Mobile® Banking App.

Step 2

Complete your Money Chat

Take 5 minutes to complete the Money Chat and press submit to receive your results summary and link to resources.

Step 3

Connect with an advisor

Connect with an advisor to review your results and develop a personalized action plan to achieve your goals.

Take advantage of your early access today

Sign in to Coast Online® Banking or the Coast Mobile® Banking app to complete your Money Chat before June 5 and be entered to win $500*.

**Offer ends June 5, 2021. Please click here for full offer terms and conditions.