How do I view my Aviso Wealth or Qtrade Direct Investing accounts in online banking?

Step 1:

• Login to Vancity Online Banking by entering the last 10 digits on your Vancity MEMBER CARD® debit card and your PAC # (Personal Access Code)
• To add your Aviso Wealth or Qtrade account, navigate to ‘Account Services’ in the left-hand menu, then select Manage Partner Accounts. (Alternatively, you can scroll down the Account Summary page until you find the Aviso Wealth or Qtrade Direct Investing headers and click Add/Remove Accounts).

Step 2:

• On the Manage Partner Accounts page, click on the service provider name for the account you wish to add, e.g. Aviso Wealth

Step 3:

• Enter the Client ID from the service partner account. This information can be found on your most recent statement.
  For Aviso Wealth, the first six digits of your account number is your Client ID, without a hyphen (e.g. if TFSA Account Number is 1A1-111-A-1, enter 1A1111).
• If you have registered for Aviso Wealth online access, you can retrieve this information online by logging in via the websites linked below:
• Aviso Wealth Online
• Qtrade Direct Investing
• Review the personal information on this screen that has been pre-populated from our banking system (ie:  Last Name, Postal Code, Date of Birth).
• If the information is correct, click the Continue button. If the information is incorrect, please contact our Member Services Centre.

Step 4:

• If the account links successfully, you will be redirected to a page similar to this to confirm the linking.
• If your account does not link and you receive an error, please contact our Member Services Centre.

Step 5:

• Once your account is successfully linked, click on My Accounts to see your investment accounts displayed on the Account Summary page.
• Please note, the balance displayed is the last closing price on the day indicated in the ‘As of’ column.