Have a question? Ask an expert
Ronak Yazd Financial AdvisorMutual Funds Investment Specialist
Our team of experienced professionals are here to answer any questions you may have.
You can view your transactions alongside your other BlueShore accounts within Online Banking; no need to log in separately to the Collabria CardWise Mobile or CardWise Online sites.
Once you’ve logged into Online Banking, you can link your credit card in one of two ways:
Follow the instructions on the screen to link your credit card(s). You will need to accept the Terms and Conditions of the agreement by clicking the I Agree button. Then enter your card number and CVV. You’ll receive a message that you’ve successfully linked your credit card. You can then return to the Account Summary screen to view your card’s current balance or your transaction history by clicking on card link.
Please note that this feature is only available on desktop computers, laptops or tablets, not the Mobile Banking app.
You can view transactions by a specific month or define a date range. By clicking on any of the transaction column headers, you can sort the data the way it works best for you – by Effective Date (when you incurred the charge), Posted Date (when the merchant processed the charge), Description, Debit amount or Credit amount.
Your credit card information is “view only” within Online Banking. If you wish to download your transaction data, you’ll need to visit Collabria CardWise Mobile or CardWise Online. From there you can download your data in other formats (e.g., Excel, Microsoft Money, comma delimited, .csv).
You can link multiple cards as long as you are the primary cardholder of each. Once you have linked the first one, simply go back to Account Services > Manage Partner Accounts and follow the steps to add additional cards. Once linked, all your credit card accounts will display within your Online Banking Account Summary.
Credit card integration is not currently supported within Business Online Banking (where you log in using your Business Access Card). However, you can link a Business credit card to your personal Online Banking if the card is in your name, not the company’s.
For any questions or concerns, please call us at 604.982.8000 (toll-free 1.888.713.6728), send us a message, or visit a local branch.
Our team of experienced professionals are here to answer any questions you may have.
®The BlueShore Collabria Mastercard is issued by Collabria Financial Services Inc. pursuant to a license from Mastercard International Incorporated. Mastercard and the Mastercard Brand Mark are registered trademarks of Mastercard International Incorporated.