How to use

• Login to Online Banking; by default you will be taken to the Account Summary page.
• Click on Account Services from the left-hand menu.
• Click on Open an Account from the left-hand menu.
• Click on the account type you would like to open (Savings, Chequing, Term Deposit, RRSP, or Tax-Free Savings) to begin the process of opening a new account.

Opening a Savings account, Chequing account or Term Deposit

• After selecting the account type (Savings, Chequing or Term Deposit), you will then be presented with the different kinds of accounts for that account type.
• Click Open account beside the specific account you would like to open.
• On the page that follows, you will see that the Account Name has been automatically filled, however, you will be prompted to enter the Initial Deposit Amount and the Transfer From Account from which the initial deposit will come. You can also attach this account to a specific relationship and indicate the intended use for this account.
• Click Continue.
• Review the details of your new account and click Confirm.

Opening an RRSP or Tax-Free Savings account

To open a registered product or TFSA, you must already have an existing contract with BlueShore Financial. If you do not, this option will not be available.

• Click Open account beside the specific product you would like to open.
• Select the Contract for this account.
• On the page that follows, you will see that the Account Name has been automatically filled, however, you will be prompted to enter the Initial Deposit Amount and the Transfer From Account from which the initial deposit will come. You can also attach this account to a specific relationship and indicate the intended use for this account.
• Click Continue.
• Review the details of your new account and click Confirm.