Everything you need to manage your account online.

Simplify your experience by nicknaming each of your accounts, especially if you have several different accounts under your one membership.

• In ONLINE BANKING: Go to the Accounts tab > Customize accounts.
• In MOBILE BANKING (the app): More > General Settings > Customize Accounts

Click the little pencil icon beside the account to change its name. Boom, done.

Alerts are a great way to warn you of any suspicious transactions or changes to your online banking account.

As an additional layer of security, Alerts allow members to receive alerts via text message or email or using push notifications, so you can let us know right away if something strange is happening, and together we can take immediate action steps to fix it.

To change your security/alert settings:

• In ONLINE BANKING: visit the “Settings” section under the “My Access” tab.
• In MOBILE BANKING (the app): visit More > Alert Settings

• In ONLINE BANKING: Visit the “Password” page in online banking under the My Access tab.
• In MOBILE BANKING (the app): More > Security Settings > Password

Then, from there:

• Enter your current Password in the Current Password box.
• Enter your new password in both the New password and Confirm new password boxes.
• Click Continue.
• You will be asked to enter a one-time passcode to proceed.
• Complete the steps.
• The new Password will be required the next time you login.

Access and download an electronic version of your monthly statement anytime, anywhere. They’re secure and stored for up to seven years. Plus, you’re automatically enrolled – no sign-up required!

• In ONLINE BANKING: Go to the Accounts tab > view eStatements
• In MOBILE BANKING (the app): Accounts > Click the three dots beside the account > view eStatements

Log in to your account via ONLINE BANKING (DESKTOP OR TABLET):

Via happysavings.ca > click Sign In in the top right hand corner

1. Enter your unique 16-digit code given to you by our happy team member. Tap Continue.

2. To verify your identity, tap the calendar to select your date of birth.

3. Use the arrows on the calendar to move through and select your date of birth by tapping on it and tapping OK.

4. Enter your mobile phone number or email address we have on file for you to send an authentication code. Tap Confirm. You do not need to complete both authentication methods.

If you are unsure about or would like to verify which mobile number/email address we have on file for you, please give us a call at 1.855.448.2378.

5. Enter the code that was sent to your mobile phone or email address. Tap Confirm.

If you don’t receive your verification code, check your junk mail folder (sometimes it gets stuck in there). If still not received within 10 minutes, please resend the code. If a second verification code is requested, enter the second code you received ( if you have 2 verification codes the latest one you received is the one that you need to use). If the code is still not received, please contact us!

6. Hit Continue.

7. Set up your username.

IMPORTANT: Please note that once you’ve selected a username, it can NEVER BE CHANGED. Choose wisely and verify that your username is appearing correctly before continuing.

The guidelines for your unique username are:

• minimum 5 characters
• maximum 34 characters
• cannot be your debit card number
• cannot be your email address
• can use uppercase letters, lowercase letters, numbers, and/or the underscore and period (_ .) special characters

*If there is another member in our system with the same username, it will be rejected and you’ll have to select a new one. Kinda like when you were setting up your first Hotmail address and you had to resort to your third pick because someone else got there first.

8. Choose a unique password using the following criteria:

• Alphanumeric
• Minimum 10 characters
• Maximum 35 characters
• 1 uppercase letter
• 1 lowercase letter
• 1 number
• Optional” 1 symbol (dash -) or (underscore _)
• Tap the checkbox “I have read and accept the Direct Service Agreement”. Also known as our Electronic Services Agreement.
• Tap Continue

9. Confirm your details and tap Create user profile.

Tap Proceed to Sign In.

Sign in using your newly created Username and Password.

Update or install the MOBILE BANKING APP.

iOS (Apple devices):

If you currently have the app, please ensure it is updated by checking the App Store “Updates” section. Or, delete and reinstall the app from your device.

If you don’t have the app installed, you can find it by searching “Access CU” in the App Store or by using this direct link. 

Android

The mobile app is available in Google Play at this direct link.

1. Enter your unique 16-digit code given to you by our happy team member. Tap Continue.

2. To verify your identity, tap the calendar to select your date of birth.

3. Use the arrows on the calendar to move through and select your date of birth by tapping on it and tapping OK.

4. Enter your mobile phone number or email address we have on file for you to send an authentication code. Tap Confirm. You do not need to complete both authentication methods.

If you are unsure about or would like to verify which mobile number/email address we have on file for you, please give us a call at 1.855.448.2378.

5. Enter the code that was sent to your mobile phone or email address. Tap Confirm.

If you do not receive your verification code, check your junk mail folder (sometimes it gets stuck in there). If still not received within 10 minutes, please resend the code. If a second verification code is requested, enter the second code you received ( if you have 2 verification codes the latest one you received is the one that you need to use). If the code is still not received, please contact us!

6. Hit Continue.

7. Set up your username.

IMPORTANT: Please note that once you’ve selected a username, it can NEVER BE CHANGED. Choose wisely and verify that your username is appearing correctly before continuing.

The guidelines for your unique username are:

• minimum 5 characters
• maximum 34 characters
• cannot be your debit card number
• cannot be your email address
• can use uppercase letters, lowercase letters, numbers, and/or the underscore and period (_ .) special characters

*If there is another member in our system with the same username, it will be rejected and you’ll have to select a new one. Kinda like when you were setting up your first Hotmail address and you had to resort to your third pick because someone else got there first.

8. Choose a unique password using the following criteria:

• alphanumeric
• minimum 10 characters
• maximum 35 characters
• 1 uppercase letter
• 1 lowercase letter
• 1 number
• Optional: 1 symbol (dash -) or (underscore _)

Tap the checkbox “I have read and accept the Direct Service Agreement”. Also known as our Electronic Services Agreement. Tap Continue.

9. Confirm your details and tap Create user profile.

Sign in using your newly created Username and Password.