AccountPlus

A consolidated Online View of your Finances.

Tandia is pleased to offer AccountPlus™ - an online banking feature that provides a consolidated view of your accounts. The AccountPlus feature brings you one step closer to complete financial management.
With AccountPlus, in addition to your credit union accounts you can view other credit union financial partners’ accounts such as registered and non-registered investments. The current partners include NEI Investments, Qtrade Advisor, Qtrade Asset Management Inc. and Qtrade Investor.

Benefits Expand/Collapse

  • See all of your accounts and investments in one consolidated view.
  • View your current balance, holdings and transaction details for each account.
  • You're in control - add only the accounts you want to view; remove accounts at any time.

Getting Started

Setting up AccountPlus is easy. All you need is online banking access to your account and current statements for each partner account you would like to link up. Once you have logged into online banking and selected the ‘Member Services’ tab, the ‘Manage AccountPlus’ screen will be accessible. You will be able to link each account in a matter of minutes. To ensure your privacy and security each account has to be linked separately within the ‘Manage AccountPlus’ feature. It’s that easy!

Linking a Partner Account in Online Banking Expand/Collapse

Getting started: 
Before you begin, you will need your Ethical Funds® client ID, your Qtrade Asset Management client number, and/or your Qtrade Advisor investment number. These numbers can be located on copies of your statements.
Step 1 – Login to online banking:
  • Select the ‘Member Services’ tab at the top of the online banking opening screen;
  • Select ‘Manage AccountPlus’ from the vertical menu on the left sidebar.
Step 2 – Manage AccountPlus:
  • Select the link associated with the Qtrade partner name (as displayed on your statement). You will then be taken to a ‘Link Investment Account’ screen.
Note:  Tandia partners with Qtrade to provide many investment services. Because these services are not provided directly by Tandia, you will need to set up the link to your accounts. In order for Tandia be in compliance with our Privacy Code, we cannot do it on your behalf.
Step 3 – Link Investment Account: 
You are prompted to enter your client ID or Investor number in the field provided. Each ‘Link Investment Account’ screen has a linked image of a sample account statement to help guide you.
Note:  you can only add investment accounts that are in your name - you cannot add accounts from other members to your online banking. This is in compliance with our Privacy Code. Also, your last name, postal code and date of birth will default in place. If any defaulted information does not match, you will not be able to link your account until the information is corrected.
Step 4 – Account Link Successful:
  • An ‘Account Link Successful’ notification should be displayed on screen. Within the next 5 minutes, your Qtrade partner account(s) and investment account details will be linked and viewable back on the Account Summary screen (click on the ‘My Accounts’ tab at the top of the online banking screen and scroll down).

™ACCOUNTPLUS is a trademark owned by the Canadian Credit Union Association, used under license.

Qtrade Advisor is a division of Credential Qtrade Securities Inc. ("CQSI"), member of the Canadian Investor Protection Fund.  Qtrade Asset Management Inc. ("QAM") is a member of the MFDA.  CQSI and QAM are separate legal entities from Tandia. Securities may fluctuate in value and are not insured by a government deposit insurer or guaranteed by Tandia.

 

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