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Peoples Trust - TFSA Accounts Online - First Look
December 30, 2012
9:17 pm
Yatti420
Canada
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Hello everybody,

I received a letter with my Peoples Trust online info for Christmas. It looks like they are beginning to convert TFSA accounts now.. Here are some screenshots of the online profile.. I'm quite happy.. Worth the wait.. Similiar to ING in terms of security.. Adding accounts still requires sending a void cheque however I believe this can be faxed and/or emailed now etc along with the required form.. Overall very clean and simple interface.. No clutter so should be easy for anybody to use.. Zooms very well in Chrome.. Only browser I've tested so far.. Your account will be "Transferred" to a clean TFSA with new member and/or account number.. Not sure if paper statements are still sent after setting up online.. Looks like its free to transfer etc just don't exceed limits on the other end (chequing account etc).. Screenshots below..

http://i50.tinypic.com/2j18swp.png
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http://i48.tinypic.com/mc546g.png
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http://i48.tinypic.com/28kmwxy.png
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http://i49.tinypic.com/33aqxz7.png
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http://i45.tinypic.com/10xrnv9.png
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http://i46.tinypic.com/34eudyx.png
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ING has similiar login safety features (DoubleSafeTM).. Hubert has email confirms.. PTC follows ING's route with the custom image and banner.. You can set a custom banner with TD Canada Trust (EasyWeb) aswell to achieve similiar security..

December 31, 2012
8:28 am
Peter
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Thanks for sharing! Looks like a similar interface for a lot of the credit unions (as the URL would also suggest).

December 31, 2012
11:00 am
Yatti420
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Yes I noticed it was via MemberDirect.. Which looks like a Credit Union Central of Canada/Central1 offering.. It does say "A Peoples Trust Online Banking Product".. Hubert's system looks different.. Not sure about other credit unions/banks out there..

December 31, 2012
12:35 pm
NorthernRaven
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The "Transfer Funds" screen has a "Link External Accounts" option, but there isn't a screenshot for this. Are you able to link arbitrary accounts from other institutions by providing the Transit/Branch/Account info, as per Ally or Hubert?

December 31, 2012
1:40 pm
Yatti420
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Here are the account transfer screens.. I've been linking my accounts with People's Trust by sending void cheques via email.... Email seems to be the best way to communicate with PTC staff.. I think I have called once regarding the online TFSA process.. You cannot add accounts like Hubert where you simply input chequing info.. If you email PTC they can add it quickly however..

http://i48.tinypic.com/2qsaqg0.png

http://i49.tinypic.com/161b8j.png

Going to be interesting to see if a run to PTC occurs forcing rates lower.. I hope not!.. sf-cool

December 31, 2012
1:57 pm
NorthernRaven
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The question is whether they would create a link to a savings (non-chequing) account, given the information.

January 1, 2013
10:20 am
Yatti420
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I'm assuming this can be done as long as you have the full banking info / direct deposit forms etc.. I've sent a Hubert form so we will see.. I know if you fill out the PTC form you can fill in any banking info you wish.. I think they just want to make sure you are the owner on the other end..

January 2, 2013
4:37 am
BSGJ
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Before Christmas, I linked my Thrive and DISA accounts from ING to Peoples with success. Money has been transferred between both accounts. Again with success!

March 14, 2013
10:03 am
qualsdad
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Online banking works well. I can transfer funds to and from my PC Financial chequeing and savings accounts.sf-smile

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