Online and mobile banking tips

Everyday banking made simple

Completing your daily transactions through digital banking is not only convenient, fast and safe, but also easier than you might think. Here are step-by-step instructions to pay bills, transfer money, deposit cheques and access statements through online or mobile banking.

What you need to start banking digitally

A Simplii Financial™ account

Access to Simplii Financial online banking or the mobile app

Adobe Acrobat Reader

Deposit a cheque

What you'll need

A Simplii Financial bank account

The latest version of the Simplii mobile banking app

An endorsed cheque in Canadian dollars on which the name must match the one we have on file for this account

Mobile steps:

Sign the back of the cheque and write “For deposit only”
Sign on to the app
Select “Mobile Deposits” from the top mobile carousel or “eDeposit” from the menu located on the left
Use your phone's camera to take photos of your cheque
1. Lay your cheque on a flat surface
2. Take a photo of the front of the cheque
3. Take a photo of the back of the cheque
Confirm the amount of the cheque and select the account you’d like to deposit the money in
Select “Next” and verify the details
Mark the front of your cheque as, “Paid,” when you’re done and keep your cheque for at least 5 days and destroy within 120 days

Video: Deposit a cheque on the go with Simplii (0:54)

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Pay a bill

Add a payee steps:

Sign on to your account through online banking
Select “Pay Bills”
Select “Add/Edit Bills”
1. Search for the name of the company you want to pay
2. Select the company from the list of results
Enter the billing company’s account number and select “Next” to continue
Verify the billing company and account number, and then select “Confirm” to continue
Your billing company is now registered

Pay a bill steps:

Select “Pay Bills”
Select the Billing Company that you want to pay
Enter the amount you want to pay and select “Continue”
Verify the bill payment details and select “Confirm” to continue
Your bill is now paid

Mobile

Add a payee steps:

Sign on to the app
Select “Bill Payments” from the top mobile carousel or the menu located on the left
Select “Manage Billing Companies”
Select “Add Billing Company”
1. Search the name of the company you want to pay
2. Select the company from the list of results
Enter the billing company’s account number and select “Next” to continue
Verify the billing company and account number, and then select “Yes” to continue
Your billing company is now registered

Pay a bill steps:

Select “Bill Payments” from the top mobile carousel or the menu located on the left
Select “Pay a Bill”
Enter bill payment details
1. The amount you want to pay
2. The billing company
3. The account you want to use to pay the bill
4. The frequency of payments
5. Select “Next” to proceed
Verify the bill payment details and select “Yes” to continue
Your bill is now successfully paid

Video: Pay bills on the go with Simplii (1:09)

TranscriptOpens in a new window.

Transfer money between accounts

Mobile steps:

Sign on to the app
Select “Transfer Funds” from the top mobile carousel or the menu located on the left
Enter the transfer details such as the amount, the account you want to transfer
1. The amount you’d like to transfer
2. The account you want to transfer the money from
3. The account you want to transfer the money into
4. The frequency and date for the transfer
5. Select “Next” to continue
Verify the transfer details and select “Yes” to continue
Your transfer is now successfully complete

Online steps:

Sign on to your account through online banking
Select "Transfers"
Enter the transfer details
1. The account you want to transfer the money from
2. The account you want to transfer the money into
3. The amount you’d like to transfer
4. The frequency and date for the transfer
5. Select “Continue” to proceed
Verify the transfer details and select “Confirm” to continue
Your transfer is now successfully complete

Video: Transfer money on the go with Simplii (0:55)

TranscriptOpens in a new window.

Print a statement

What you'll need

To view or save an eStatement as a PDF, you’ll need to download Adobe Acrobat Reader^® Opens in a new window..

Mobile steps:

Sign on to the app
Select “My Accounts”
Select the account you’d like to view or print a statement of
Select the “Account Info” tab
Select “View eStatements”
Select the month and year of the statement you’d like to view or print
Select “Continue” to proceed
Use your device setting to print – this will likely vary between iOS and Android and will require you to have a printer set up to your mobile device.

For Android users

Select the top 3 dots on the right-hand corner (depending on the device)

Learn more Opens in a new window.

For iOS users

Once you have selected the statement you would like to print, select the share button (a square with an arrow pointing up).
Select print
Select a printer
Select print on the top right corner

Online steps:

Sign on to your account through online banking
Select “Account Summary”
Select the account you’d like to view or print a statement of
Select “View eStatements”
Select the statement PDF for the month you’d like to view or print
Open the downloaded document
Select “Print” or the printer icon

Video: View your bank statement on the go with Simplii (0:48)

Transcript Opens in a new window.

Make a credit card payment

Mobile steps:

Sign on to the app
Select “Bill Payments” from the top mobile carousel or the menu located on the left
Select “Manage Billing Companies”
Select “Add Billing Company”
Enter “Simplii” as your billing company and select “Search”
Select the Simplii Visa* from the search results
Enter your credit card number in the "Account Number" field, then select "Next"
Make sure the payee information is correct, then select "Yes"

Note: If you only have a credit card with Simplii, you’ll need to add it as a bill payment on your non-Simplii bank account.

Online steps:

Sign on to your account through online banking
Select "Pay Bills"
Select “Add/Edit Bill”
Enter “Simplii” as your billing company and select “Search”
Select the Simplii Visa* from the search results
Enter your credit card number in the “Account Number” field, and then select “Next”
Make sure the payee information is correct, and then select "Confirm"

Note: If you only have a credit card with Simplii, you’ll need to add it as a bill payment on your non-Simplii bank account.

Video: Make a credit card payment on the go with Simplii (1:00)

TranscriptOpens in a new window.

Set up balance alerts

Mobile steps:

Sign on to the app
Select “Manage My Alerts” from the menu
Use the toggle to turn an alert on or off
You can choose to receive a notification by email, text message or push notification once an alert is turned on
To keep your changes, select “Save”

Online steps:

Sign on to online banking
Select “Manage My Alerts” from the menu
Turn each alert on or off by selecting or unselecting the check box
You can choose to receive a notification by email, text message or push notification once an alert is turned on
To keep your changes, select “Save”