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Financial ChecklistsAccess Coast Capital Savings’ financial checklists, including loan, mortgage, wire transfer, and business account opening checklists—all designed to help you stay organized and prepared for key financial tasks.
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Safety Deposit BoxesLearn about Coast Capital’s safety deposit boxes, available in various sizes at most branches to securely store valuables and important documents, with annual rental terms and renewal reminders.
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Who is SEI?Learn who SEI is and how they manage Coast Capital Mutual Funds, including their global investment expertise, $345B in assets under management, and disciplined four‑step investment philosophy.
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Worldsource ViewWorldsource View is a free, secure online tool from Coast Capital and Worldsource Financial Management that lets you monitor your investments anytime, access account balances, and view or print statements at your convenience.
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FATCA-CRSLearn how FATCA and CRS reporting requirements help combat tax evasion and why Coast Capital must collect tax residency information. Access self‑certification forms, understand your obligations as a member, and find resources for both U.S. and international tax compliance.
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Coast-by-Phone®Coast‑by‑Phone lets you bank by phone using your debit card and PAC to check balances, transfer funds, pay bills, and review transactions, with convenient toll‑free access across Canada.
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Business Overdraft ProtectionLearn how Coast Capital’s Business Overdraft Protection helps prevent your business chequing account from becoming overdrawn with limits from $500 to $5,000, interest charged only on funds used, and a quick, easy application process.
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Business Banking DraftsSend certified funds in Canadian, U.S., or major foreign currencies with Coast Capital business drafts, available at all branches with nominal fees for secure and reliable payments.
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Business Deposit CardsCoast Capital business deposit cards let you or your employees make secure 24/7 deposits at any Coast Capital ATM, with instant credit, printed receipts, and support for cash, coin, and cheque deposits—without allowing withdrawals or transfers.
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Change Business SignersLearn how to update business account signers at Coast Capital when organizational roles or ownership change. Access step‑by‑step guidance for corporations, partnerships, and unincorporated organizations, plus required documents and next steps.