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.
2) Select "I do not have an enrolment number" to continue.
3) Enter your legal first name, last name and email address. Select "Continue" to proceed.
4) If you are an existing customer, you will be prompted to enter the last 4 digits of your Social Insurance Number (SIN) and your date of birth. Select "Continue" to proceed.
5) Enter the verification code sent to your email address. If you would like to send the verification code to a mobile number instead, select "Text code to my phone instead".
6) Create a username that is 6 to 16 characters in length with at least one number. Make sure your username does not contain any spaces or special characters.
7) Type in your password. Passwords must contain all of the following:
        be between 8 to 40 characters
        at least 1 number
        at least 1 lowercase letter
        at least 1 uppercase letter
        at least 1 special character
Re-enter your password.
8) Review the terms and conditions, then click the checkbox to agree. Select "Continue" to finish the enrolment process.

On app 📱
1) Download the Oaken Digital app from the Apple App or GooglePlay store.
2) On the Oaken Digital login screen, select the 'Enrol now' link. Select "I do not have an enrolment number" to continue.
3) Enter your legal first name, last name and email address. Select "Continue" to proceed.
4) If you are an existing customer, you will be prompted to enter the last 4 digits of your Social Insurance Number (SIN) and your date of birth. Select "Continue" to proceed.
5) Enter the verification code sent to your email address. If you would like to send the verification code to a mobile number instead, select "Text code to my phone instead".
6) Create a username that is 6 to 16 characters in length with at least one number. Make sure your username does not contain any spaces or special characters.
7) Type in your password. Passwords must contain all of the following:
        be between 8 to 40 characters
        at least 1 number
        at least 1 lowercase letter
        at least 1 uppercase letter
        at least 1 special character
Re-enter your password.
8) Review the terms and conditions, then click the checkbox to agree. Select "Continue" to finish the enrolment process.

Oaken Digital enables you to:

• View a summary of all your investments and savings accounts

• Open new investments and savings accounts

• Track the status of your pending investments

• View and download a copy of your savings account statements, GIC confirmations, annual portfolio statements and tax documents

• View and download investment details for all your Oaken GICs, including those in RSP, TFSA and RIF plans, as well as your savings account transactions, and export transaction reports

• View and change your instructions before your GIC matures

• Update your Oaken profile information

• 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 8:00pm 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)

Yes. If you are a Home Trust customer, you can use your existing Home Digital credentials to log in to Oaken Digital.