Take Charge Money Manager™

Introducing our new financial management tool that puts you in the driver’s seat.

The Take Charge Money Manager™ is our new personal financial management tool. It gives you a snapshot of your saving, spending and budgeting in one convenient place, so you’ll feel empowered to make the right decisions about where your money goes. You could even say you’re taking charge of your own financial future…

Everything you need. All in one spot.

Keeping track of your finances shouldn't be as painful as cutting onions. With the Take Charge Money Manager, you can add all your accounts from Coast Capital Savings and other financial institutions* to make it your banking one-stop-shop. That means you can kiss your budgeting spreadsheets and beloved calculator goodbye.

You can access it in Online Banking anywhere, anytime.

The Take Charge Money Manager is available within Coast Online® and Coast Mobile® Banking, so you can access your account and spending data wherever and whenever is convenient to you. So if you like to do your banking during your nightly bubble bath, more power to you. Just don't drop your phone.

Changes to online banking.

You may have noticed that Online Banking looks a bit different…That’s because we designed the Take Charge Money Manager to work seamlessly within Coast Online®and Coast Mobile® Banking services. It’s still the same Online Banking service that you know and love, just enhanced. Like when your favourite Aunt Matilda upgraded from a permed mullet to a tasteful bob.

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 PDFFAQ

Let's do this.

Sign in to Online Banking to get started.

* 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.

For information on changes to deposit insurance and the transition period if we become a federal credit union, see the notice pursuant to the Disclosure on Continuance Regulations (Federal Credit Unions).