OutlookFinancial.com

Online Banking

Outlook Financial's Online Banking gives you secure, 24-hour online access to your accounts and bill payment services.

You can log in to Online Banking using the Login button on the right side of the web page.

Using Online Banking, you can:

• Access your account information 24/7
• Check account balances
• Obtain account activity for a select account or for all accounts including transaction date, description of transaction, transaction amount, account balance and other transaction details
• Print statement listings over a 12 month period (shown in 45 day increments)
• Transfer funds between accounts and memberships (agreement must be signed)
• Pay bills and view your updated accounts at the same time
• Add, change or delete bill payment vendors
• View and print all details on both the front and back of the cheque
• Check your MasterCard balances

What you need to use Online Banking

• Access to the Internet.
• A Member Card and a Personal Access Code (PAC).
• A personal computer with a minimum 800 x 600 display resolution.
• A web browser with 128-bit encryption (see online banking browser requirements)

Sign up for Online Banking

Call an Outlook Financial Representative at (1.877) 958.7333 and say that you want to sign up. They will give you a Personal Access Code (PAC) right away and then you will have immediate access.

To start using Online Banking

You can access Online Banking from any page of the Outlook Financial website. The first time you log in, an Access Agreement appears. You must read and accept the agreement in order to use Online Banking.

When you open Online Banking, you will see a Member login screen. The first box is for the 16-digit number on your Member Card (no spaces), the second box is for your Personal Access Code (PAC). We provide you with a PAC but, as a security measure and technical requirement, you must change your PAC the first time you log in. You will need to use your PAC each time you want to use Online Banking.

Member-to-Member Transfer feature

You can transfer funds to another member’s account at Outlook. First you must sign a Member-to-Member Transfer Agreement giving us the go-ahead to move funds from your account to the other membership.

Bill payment feature

You can pay your bills online using Online Banking. Just select from the list of over 6000 local and national vendors,

After you sign in, click on the Payments tab, and choose Manage Bill Payees to add or change bill payees. You can then select Pay Bills to pay your bills today, or to set up future-dated payments.

Steps for Easy Bill Payment

1. Click on the Payments tab at the top of the Online Banking page.
2. Click on the Pay From drop down arrow to display all available accounts. Click on the account from which to pay the bill(s).
3. Under Pay Payee, click the checkbox beside each payee you wish to pay.
4. Insert the amount.
5. Click on Continue to proceed with the payment.

After you sign in to Online Banking, you can make changes to your bill payee list. Click on Manage Bill Payees and then choose Add a New Bill Payee to make changes to your list, or click Delete to remove a payee.

Technical support

If you need technical support, contact an Outlook Financial Representative at (1.877) 958.7333 (8am to 8pm Monday to Friday, and 9am to 4pm Saturday) or e-mail save@outlookfinancial.com.