Help Centre

• 24/7 access
  Manage your finances with 24/7 access to all your accounts.

• Mobile app
  Do your banking with your mobile phone, wherever and whenever it suits you. The Oaken Digital app is designed specifically for iOS and Android devices.

• Quick and easy transfers
  Manage your Oaken savings account including funds transfer to and from your account, with just a few clicks.

• Instant alerts
  Stay on top of events with notifications and alerts from the Oaken Digital notification hub.

• Secure login
  Conveniently access the Oaken Digital app using biometric log in.

On desktop and mobile browser 🖥
1) On the Oaken Digital login page, select the 'Enrol now' link. You will need your enrolment number which was mailed to you to start the registration process.
2) Click on "Get started now!" then enter your enrolment number, email address and date of birth. Then click "Continue".
3) Enter the verification code sent to your email address.
4) Create a username that is 6 - 16 characters in length with at least one number. Make sure your username does not contain any spaces or special characters.
5) Type in your password. Passwords must contain all of the following:
        1 number
        1 lowercase character
        1 uppercase character
        1 any special character
        Between 8 to 40 characters
Re-enter your password.
6) Review the terms and conditions then click the checkbox to agree. Click "Continue" to finish your enrolment to Oaken Digital.

On app 📱
1) Download Oaken Digital on the App Store or Google Play store.
2) On the Oaken Digital login page, select the 'Enrol now' link. You will need your enrolment number which was mailed to you to start the registration process.
3) Tap on "Get started now!" then enter your enrolment number, email address and date of birth. Then click "Continue".
4) Enter the verification code sent to your email address.
5) Create a username that is 6 - 16 characters in length with at least one number. Make sure your username does not contain any spaces or special characters.
6) Type in your password. Passwords must contain all of the following:
        1 number
        1 lowercase character
        1 uppercase character
        1 any special character
        Between 8 to 40 characters
Re-enter your password.
7) Review the terms and conditions then click the checkbox to agree. Select "Continue" to finish your enrolment to Oaken Digital.

Oaken Digital enables you to:

• View a summary of all your investments and savings accounts

• View and download a copy of your savings account statement, transactions, and export transaction reports

• View and download investment details for all your Oaken GICs, including those in RSP, TFSA and RIF plans, as well as your annual portfolio statements and tax slips

• Select which statements, GIC confirmations and other documents you would like to receive by mail or electronically

• View and change your instructions when your GIC matures

• Update account details, including your profile and password

• Subscribe to receive notifications for account activity, maturities, statement availability and other events

• Transfer funds on a one-time or recurring basis

• Get help and ask questions with secure messaging

There are no fees to use Oaken Digital.

Please contact us at 1-855-OAKEN-22 (625-3622), so we can quickly and easily get you set up. The Oaken team is available from Monday to Friday, 8:00am to 10:00pm and Saturday 9:00am – 5:00pm ET.

The following statements, documents and tax slips can be viewed and downloaded in Oaken Digital:

• Monthly Oaken savings account statements

• Year-end portfolio statements

• GIC confirmations

• T5 (Statement of Investment Income)

• RSP Contribution Receipts

• T4 RIF (Statement of Income from a Retirement Income Fund)

• T4 RSP (Statement of Retirement Savings Plan Income)

• NR4 Interest (Statement of Amounts Paid or Credited to Non-Residents of Canada)

• NR4 RSP & RIF (Statement of Income from a Retirement Income Fund)

Oaken offers a digital security guarantee: if an unauthorized transaction is conducted through Oaken Digital, we will reimburse you 100% for any resulting losses to your accounts, provided that you have complied with your security and other obligations under the Oaken Digital Access Agreement. Review the terms and conditions here.