Help Centre
How can we help you?
Account maintenance
Yes, you can have multiple joint accounts or investments with multiple owners.
The cutoff period to change your maturity instructions depends on the payment type that was selected. The cutoff periods are as follows:
- Cheque: 20 business days prior to maturity;
- Direct Deposit: 4 business days prior to maturity;
- Oaken Savings Account: 1 business day prior to maturity;
- Renew at maturity: 1 business prior day to maturity.
To add a Power of Attorney (POA), provide an original or certified true copy of a Power of Attorney for property and a completed Authorized Signatory Form
You can make your changes as follows:
1) Login to Oaken Digital and update your profile or;
2) Send us a signed letter with your changes or;
3) Contact us at 1-855-OAKEN-22 (625-3622). The Oaken team is available from Monday to Friday, 8:00am to 10:00pm and Saturday 9:00am – 5:00pm ET.
You can make the updates as follows:
1) Login to Oaken Digital and send us a secure message with the names of the new beneficiaries or;
2) Send us a signed letter with your changes
Have additional questions?
Call us at 1-855-OAKEN-22 (625-3622). Oaken representatives are available Monday to Friday, 8:00am to 8:00pm EST and Saturday 9:00am – 5:00pm EST. If you call outside our regular office hours, leave a message and we’ll call you back on the next business day. You can also email us service@oaken.com, send us a secure message in Oaken Digital.
Quick links
Oaken Financial
Oaken Digital
Are you an existing Oaken customer?
Other ways to open an account
Commercial applications can be downloaded here and mailed to us.
Or if you prefer to make an appointment to apply in person, you can do so by viewing our Oaken store locations. For more information, please email service@oaken.com or call 1-855-OAKEN-22 (625-3622) from Monday to Friday 8:00AM to 8:00PM EST and Saturday from 9:00AM to 5:00pm EST.