View your investment accounts in Online Banking

Convenient and secure

BlueShore Financial makes it easy to keep track of your investments using our convenient and secure Online Banking system.

Savings accounts and term deposits

For any registered or non-registered savings accounts and term deposits you hold at BlueShore, it’s easy to track your balances and transactionsᶲ through Online Banking. Current balances can be seen on the Account Summary; if you want a specified date range, select the appropriate e-Statement.

Aviso Wealth investment accounts

To get a more holistic view of your financial picture, you can view your Aviso Wealth investment account details, balances, or recent transactions within BlueShore’s Online Banking as well. To link your Aviso Wealth account:

• From the Account Summary screen, select Account Services.
• Select Manage Partner Accounts and choose the Aviso Wealth organization you hold your funds with.
• If this is your first time accessing your Aviso Wealth account, you will require your client ID which can be found on a recent statement.

Talk to us

If you have any questions about using Online Banking or linking your Aviso Wealth accounts, please call us at 604.982.8000 (toll-free 1.888.713.6728), send us a message, or visit a local branch.