Take the first step towards your best future.
Introducing Money Chat.
Money Chat is a free online tool with the power and resources to help you reach your financial goals. Co-designed with our members and employees, Money Chat is a unique approach to understanding your current financial health, where you want to go and how to get there.
Take action today.
In as little as 5 minutes, complete your Money Chat in Coast Online® Banking or the Coast Mobile® Banking app (under Money Tools in the menu). Or, have your Money Chat with an advisor by calling 1.888.517.7000 or booking an appointment.
Not a member? Sign up today.
How Money Chat works.
Money Chat sets you on a clearer path to reaching your goals by simply answering a few questions about yourself and your financial behaviours.
In as little as 5 minutes, complete a Money Chat through digital banking or have your Money Chat with an advisor in-person or over the phone.
Get an overview of your financial health and understand your strengths and opportunities to help you reach your goals, without judgmental scores.
Meet with an advisor to put your results into action with a personalized plan to reach your goals. Plus, access self-serve resources and tools online.
Complete your Money Chat at your own speed, when and how you like. Even refresh your results regularly as a check-in on your goals.
Completing the new Money Chat is easy.
Open Money Chat.
Find Money Chat under ‘Money Tools’ in Coast Online® Banking and the Coast Mobile® Banking app or meet with an advisor by booking an appointment or calling 1.888.517.7000.
Not signed up for digital banking? Get started.
Not a member? Open an account in 5 minutes. Apply online.
Complete your Money Chat.
Take 5 minutes to complete your Money Chat online and press submit to see your results and link to resources. Or meet with an advisor to complete your Money Chat in person or over the phone.
Connect with an advisor.
Connect with an advisor to review your results and develop a personalized action plan to achieve your goals.
Launch Money Chat in online or mobile banking and select 'Back to all assessments' to view any of your previous Money Chat results.
Connect with an advisor to review your Money Chat results and create a personalized action plan to help you reach your goals.
Members also get free access to our Money Manager tool online. Set smarter budgets, manage debt and track all your spending in one convenient place.