Use the checklist on your chequing account

Overview

When you open a chequing account, you may see a checklist card on your account dashboard. It highlights a few banking actions that can help you get more from your account. A progress bar shows how many you've completed.

What's on the checklist

The checklist includes up to 4 actions:

• Add money to your account
• Set up direct deposit
• Turn on Interac e-Transfer® auto-deposit
• Add a bill payee

You can complete these in any order, or skip the ones that don't apply to you.

Completing checklist tasks

Most tasks update automatically once you take the related action in your account. If you've already completed an action but it still shows as incomplete on the checklist, try closing and reopening the app. If it still doesn't update, contact us.

Dismissing the checklist

If you'd rather not see the checklist, you can dismiss it from your dashboard. You'll be asked to confirm before it's dismissed. Once confirmed, it won't show again.