Click here to view the schedule of the 2024 portfolio statements and annual tax slips.
Help Centre
How can we help you?
Open new investments
About opening new investments and savings accounts through Oaken Digital
Non-Registered Account
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Non-registered accounts" and then select "Savings Account". Select the "Continue" button to proceed.
Step 1 - Savings Account information
- Fill out the required information for your new savings account(s).
- Add up to 6 savings accounts by selecting the "Add another savings account" button.
- Once you have completed your savings account(s) information, select "Continue".
- Add joint-owners to your accounts by selecting "Yes" to the joint-owners question.
- Register your account(s) as an informal trust, select "Yes" to this question and follow the prompts to capture your beneficiary(ies).
Step 2 - Funding your new account(s)
- Select a funding source for your new account(s). You can choose from:- Using a cheque- An existing account linked to your Oaken profile- By linking a new external account, you will be requested to accept the terms of use for our partner, Flinks Service. Select your financial institution and follow the prompts to provide the external account you would like to link to your Oaken profile.
- Advise if your funds for your new account(s) is coming from a monetary gift or income earned outside of Canada. Select the "Continue" button.
If you had opted to open a $0 savings account(s), you will skip this step.
Step 3 - Client information
Personal details
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Joint-owners
Please note that all joint-owner(s) must be physically present with you at this time.
- If you had opted to include joint-owners to your new account(s), you can do so by:- Adding joint-owners that you hold Oaken investments with today. Simply select the checkbox next to their names.- Providing their name, email address and Oaken Client ID if your joint-owner is an existing Oaken client.- Your joint-owner can capture all their required personal information if they are a new Oaken client.
- Once you have added the joint-owners, select the "Continue" button.
Third party declaration
- You will be prompted to provide a third party declaration, if applicable. Select "Continue" to proceed.
Step 4 - Review and Submit
- Review the information that you captured for your new account(s), select "Continue" if it is accurate. If not, select the "Back" link to update the information in previous steps.
- You and each of your joint-owners will need to:- Review and accept the legal statements, terms and conditions as well as privacy statements.- Provide a digital signature if applicable.
- Select the "Submit" button.
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Non-registered accounts" and then select "Guaranteed Investment Certificate (GIC)". Select the "Continue" button to proceed.
Step 1 - Investment details
- Fill out the required information for your new GIC(s).
- Add up to 6 GICs by selecting the "Add another GIC" button.
- Once you have completed your GIC(s) information, select "Continue".
- Add joint-owners to your investments by selecting "Yes" to the joint-owners question.
- Register your account(s) as an informal trust, select "Yes" to this question and follow the prompts to capture your beneficiary(ies).
Step 2 - Funding your new investment(s)
- Select a funding source for your new investment(s). You can choose from:- Using a cheque- An existing account linked to your Oaken profile- By linking a new external account, you will be requested to accept the terms of use for our partner, Flinks Service. Select your financial institution and follow the prompts to provide the external account you would like to link to your Oaken profile.
- Advise if your funds for your new investments(s) is coming from a monetary gift or income earned outside of Canada. Select the "Continue" button.
Step 3 - Client information
Personal details
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Joint-owners
Please note that all joint-owner(s) must be physically present with you at this time.
- If you had opted to include joint-owners to your new GICs(s), you can do so by:- Adding joint-owners that you hold Oaken investments with today. Simply select the checkbox next to their names.- Providing their name, email address and Oaken Client ID if your joint-owner is an existing Oaken client.- Your joint-owner can capture all their required personal information if they are a new Oaken client.
- Once you have added the joint-owners, select the "Continue" button.
Third party declaration
- You will be prompted to provide a third party declaration, if applicable. Select "Continue" to proceed.
Step 4 - Review and Submit
- Review the information that you captured for your new investment(s), select "Continue" if it is accurate. If not, select the "Back" link to update your information in previous steps.
- You and each of your joint-owners will need to:- Review and accept the legal statements, terms and conditions as well as privacy statements.- Provide a digital signature if applicable.
- Select the "Submit" button.
Registered Account
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Tax-Free Savings Account" and then select "Savings Account". Select the "Continue" button to proceed.
Step 1 - Savings Account information
- Fill out the required information for your new savings account(s).
- To designate a successor holder, select "Yes" to the successor holder question.
- If you prefer not to designate a successor holder, select "No". You will be prompted to designate a beneficiary(ies), select "Yes" if you would like to do so and follow the prompts to capture their details. If you prefer not to designate a beneficiary(ies), select "No".
- Add up to 6 Savings Accounts by selecting the "Add another Savings Account" button.
- Once you have completed your Savings Account(s) information, select "Continue".
Step 2 - Funding your new account(s)
- Select a funding source for your new account(s). You can choose from:- Using a cheque- An existing account linked to your Oaken profile- By linking a new external account, you will be requested to accept the terms of use for our partner, Flinks Service. Choose your financial institution and follow the login prompts to provide the external account you would like to link to your Oaken profile.- By transferring in from another financial institution, you will be prompted to complete the transfer-in details. If you are transferring funds from multiple financial institutions or multiple accounts within the same financial institution, complete the transfer form(s) for each financial institution and mail them to us.
If you had opted to open a $0 savings account(s), you will skip this step.
Step 3 - Client information
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Step 4 - Review and Submit
- Review the information that you captured for your new investment(s), select "Continue" if it is accurate. If not, select the "Back" link to update the information in previous steps.
- Review and accept the legal statements, terms and conditions as well as privacy statements.
- Provide a digital signature if applicable.
- Select the "Submit" button.
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Tax-Free Savings Account" and then select "Guaranteed Investment Certificate (GIC)". Select the "Continue" button to proceed.
Step 1 - Investment details
- Fill out the required information for your new savings account(s).
- Add up to 6 savings accounts by selecting the "Add another savings account" button.
- Once you have completed your savings account(s) information, select "Continue".
- Add joint-owners to your accounts by selecting "Yes" to the joint-owners question.
- Register your account(s) as an informal trust, select "Yes" to this question and follow the prompts to capture your beneficiary(ies).
Step 2 - Funding your new investment(s)
- Select a funding source for your new investment(s). You can choose from:- Using a cheque- An existing account linked to your Oaken profile- By linking a new external account, you will be requested to accept the terms of use for our partner, Flinks Service. Choose your financial institution and follow the login prompts to provide the external account you would like to link to your Oaken profile.- By transferring in from another financial institution, you will be prompted to complete the transfer-in details. If you are transferring funds from multiple financial institutions or multiple accounts within the same financial institution, complete the transfer form(s) for each financial institution and mail them to us.
- Select the "Continue" button.
Step 3 - Client information
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Step 4 - Review and Submit
- Review the information that you captured for your new investment(s), select "Continue" if it is accurate. If not, select the "Back" link to update the information in previous steps.
- Review and accept the legal statements, terms and conditions as well as privacy statements.
- Provide a digital signature if applicable.
- Select the "Submit" button.
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Retirement Savings Plan" and then select "Savings Account". Select the "Continue" button to proceed.
Step 1 - Savings Account information
- Fill out the required information for your new Savings Account(s).
- To designate a successor holder, select "Yes" to the successor holder question.
- If you prefer not to designate a successor holder, select "No". You will be prompted to designate a beneficiary(ies), select "Yes" if you would like to do so and follow the prompts to capture their details. If you prefer not to designate a beneficiary(ies), select "No".
- Add up to 6 Savings Accounts by selecting the "Add another Savings Account" button.
- Once you have completed your Savings Account(s) information, select "Continue".
Step 2 - Funding your new account(s)
- Select a funding source for your new account(s). You can choose from:- Using a cheque- An existing account linked to your Oaken profile- By linking a new external account, you will be requested to accept the terms of use for our partner, Flinks Service. Choose your financial institution and follow the login prompts to provide the external account you would like to link to your Oaken profile.- By transferring in from another financial institution, you will be prompted to complete the transfer-in details. If you are transferring funds from multiple financial institutions or multiple accounts within the same financial institution, complete the transfer form(s) for each financial institution and mail them to us.
If you had opted to open a $0 savings account(s), you will skip this step.
Step 3 - Client information
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Step 4 - Review and Submit
- Review the information that you captured for your new investment(s), select "Continue" if it is accurate. If not, select the "Back" link to update the information in previous steps.
- Review and accept the legal statements, terms and conditions as well as privacy statements.
- Provide a digital signature if applicable.
- Select the "Submit" button.
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Retirement Savings Plan" and then select "Guaranteed Investment Certificate (GIC)". Select the "Continue" button to proceed.
Step 1 - Investment details
- Fill out the required information for your new GIC(s).
- To designate a qualified beneficiary, select "Yes" to the qualified beneficiary question.
- If you prefer not to designate a qualified beneficiary, select "No". You will be prompted to designate a beneficiary(ies), select "Yes" if you would like to do so and follow the prompts to capture their details. If you prefer not to designate a beneficiary(ies), select "No".
- Add up to 6 GICs by selecting the "Add another GIC" button.
- Once you have completed your GIC(s) information, select "Continue".
- Indicate whether any of these funds are locked-in. If "Yes", specify the governing jurisdiction.
- Select "Continue" to proceed.
Step 2 - Funding your new investment(s)
- Select a funding source for your new investment(s). You can choose from:- Using a cheque- An existing account linked to your Oaken profile- T2151 pension/DPSP- TD2 retiring allowance- By linking a new external account, you will be requested to accept the terms of use for our partner, Flinks Service. Choose your financial institution and follow the login prompts to provide the external account you would like to link to your Oaken profile.- By transfering in from another financial institution, you will be prompted to complete the transfer-in details. If you are transferring funds from multiple financial institutions or multiple accounts within the same financial institution, complete the transfer form(s) for each financial institution and mail them to us.
- Select the "Continue" button.
Step 3 - Client information
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Step 4 - Review and Submit
- Review the information that you captured for your new investment(s), select "Continue" if it is accurate. If not, select the "Back" link to update your information in previous steps.
- Review and accept the legal statements, terms and conditions as well as privacy statements.
- Provide a digital signature if applicable.
- Select the "Submit" button.
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Spousal RSP" and then select "Savings Account". Select the "Continue" button to proceed.
Step 1 - Savings Account information
- Fill out the required information for your new Savings Account(s).
- To designate a successor holder, select "Yes" to the successor holder question.
- If you prefer not to designate a successor holder, select "No". You will be prompted to designate a beneficiary(ies), select "Yes" if you would like to do so and follow the prompts to capture their details. If you prefer not to designate a beneficiary(ies), select "No".
- Add up to 6 Savings Accounts by selecting the "Add another Savings Account" button.
- Once you have completed your Savings Account(s) information, select "Continue".
- Provide the details of your spousal contributor.
Step 2 - Funding your new account(s)
- Select a funding source for your new account(s). You can choose from:- Using a cheque- An existing account linked to your Oaken profile- By linking a new external account, you will be requested to accept the terms of use for our partner, Flinks Service. Choose your financial institution and follow the login prompts to provide the external account you would like to link to your Oaken profile.- By transferring in from another financial institution, you will be prompted to complete the transfer-in details. If you are transferring funds from multiple financial institutions or multiple accounts within the same financial institution, complete the transfer form(s) for each financial institution and mail them to us.
If you had opted to open a $0 savings account(s), you will skip this step.
Step 3 - Client information
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Step 4 - Review and Submit
- Review the information that you captured for your new investment(s), select "Continue" if it is accurate. If not, select the "Back" link to update the information in previous steps.
- Review and accept the legal statements, terms and conditions as well as privacy statements.
- Provide a digital signature if applicable.
- Select the "Submit" button.
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Spousal RSP" and then select "Guaranteed Investment Certificate (GIC)". Select the "Continue" button to proceed.
Step 1 - Investment details
- Fill out the required information for your new GIC(s).
- To designate a qualified beneficiary, select "Yes" to the qualified beneficiary question.
- If you prefer not to designate a qualified beneficiary, select "No". You will be prompted to designate a beneficiary(ies), select "Yes" if you would like to do so and follow the prompts to capture their details. If you prefer not to designate a beneficiary(ies), select "No".
- Add up to 6 GICs by selecting the "Add another GIC" button.
- Once you have completed your GIC(s) information, select "Continue".
- Provide the details of your spousal contributor.
Step 2 - Funding your new investment(s)
- If you are transfering funds from an existing Spousal RSP, you will be prompted to complete the transfer-in details. If you are transferring funds from multiple financial institutions or multiple accounts within the same financial institution, complete the transfer form(s) for each financial institution and mail them to us.
- For a new spousal contribution, you can choose from:- Using a cheque- An existing account linked to your profile- A new external account. By linking a new external account, you will be requested to accept the terms of use for our partner, Flinks Service. Choose your financial institution and follow the login prompts to provide the external account you would like to link to your Oaken profile.
- Select the "Continue" button.
Step 3 - Client information
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Step 4 - Review and Submit
- Review the information that you captured for your new investment(s), select "Continue" if it is accurate. If not, select the "Back" link to update your information in previous steps.
- Review and accept the legal statements, terms and conditions as well as privacy statements.
- Provide a digital signature if applicable.
- Select the "Submit" button.
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Retirement Income Fund" and then the "Continue" button.
Step 1 - Investment details
- Fill out the required information for your new GIC(s).
- To designate a successor annuitant, select "Yes" to the successor annuitant question.
- If you prefer not to designate a successor annuitant, select "No". You will be prompted to designate a beneficiary(ies), select "Yes" if you would like to do so and follow the prompts to capture their details. If you prefer not to designate a beneficiary(ies), select "No".
- Add up to 6 GICs by selecting the "Add another GIC" button.
- Once you have completed your GIC(s) information, select "Continue".
- Provide your payment details.
Step 2 - Funding your new investment(s)
- To fund your RIF investment(s), you will be prompted to complete the transfer-in details. If you are transferring funds from multiple financial institutions or multiple accounts within the same financial institution, complete the transfer form(s) for each financial institution and mail them to us.
Step 3 - Client information
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Step 4 - Review and Submit
- Review the information that you captured for your new investment(s), select "Continue" if it is accurate. If not, select the "Back" link to update your information in previous steps.
- Review and accept the legal statements, terms and conditions as well as privacy statements.
- Provide a digital signature if applicable.
- Select the "Submit" button.
On your browser, navigate to "Accounts" in the main menu and select "Open new investments".
If you are using the app, select "More" in the bottom navigation bar and then the "Open new investments" option.
To get started, select "Spousal RIF" and then the "Continue" button.
Step 1 - Investment details
- Fill out the required information for your new GIC(s).
- To designate a successor annuitant, select "Yes" to the successor annuitant question.
- If you prefer not to designate a successor annuitant, select "No". You will be prompted to designate a beneficiary(ies), select "Yes" if you would like to do so and follow the prompts to capture their details. If you prefer not to designate a beneficiary(ies), select "No".
- Add up to 6 GICs by selecting the "Add another GIC" button.
- Once you have completed your GIC(s) information, select "Continue".
- Provide your payment details and the required spousal information.
Step 2 - Funding your new investment(s)
- To fund your Spousal RIF investment(s), you will be prompted to complete the transfer-in details. If you are transferring funds from multiple financial institutions or multiple accounts within the same financial institution, complete the transfer form(s) for each financial institution and mail them to us.
Step 3 - Client information
- For new clients, complete all the required personal information and select "Continue".
- For existing Oaken clients, you will be asked if your personal information has changed. If "Yes", please provide your updated information and select "Continue".
Step 4 - Review and Submit
- Review the information that you captured for your new investment(s), select "Continue" if it is accurate. If not, select the "Back" link to update your information in previous steps.
- Review and accept the legal statements, terms and conditions as well as privacy statements.
- Provide a digital signature if applicable.
- Select the "Submit" button.
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.
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
- Who is Oaken Financial?
- Who is Home Trust Company?
- What is the relationship between Oaken Financial, Home Trust Company and Home Bank?
- Why did Home Trust Company launch Oaken Financial?
- Now that Oaken is aligned with a Bank, will you be offering more products and services?
- What is the Oaken Financial service promise?
- How can I get service with Oaken?
- How do I make a compliment or complaint?
- Are there locations that I can visit?
- Can I make an appointment to visit Oaken?
- Previously Oaken Financial was a trademark of Home Trust, but now it is trademark of Home Bank. What impact will this have on my existing accounts?
- Does Home Bank mean you are going to start charging fees?
- I am a previous Home Trust customer. What happened to my existing accounts?
- Are Oaken Savings Accounts and GICS eligible for protection under the Canada Deposit Insurance Corporation (CDIC)?
- If I have Home Trust Company GICs and additional deposits with Oaken, does this increase my eligible deposit insurance coverage?
- What is the maximum amount of deposit insurance at Oaken?
- With the new addition of Home Bank, does this mean that I now have access to additional CDIC coverage?
- Is there additional CDIC coverage under registered savings accounts?
- What products does Oaken offer?
- Are interest rates the same under both Home Bank and/or Home Trust Company?
- I would like to transfer my registered products over to Home Bank or Home Trust Company, how do I do this?
- Does Oaken offer commercial accounts?
- What are the benefits of the Oaken Savings Account?
- How can I be informed of Oaken’s current interest rates?
- Can I open an account online?
- Is there a minimum opening balance?
- Are there any fees associated with an RSP/TFSA savings account?
- Is the submission of my personal information over the internet secure?
- Can I open an account on the phone with Oaken?
- Can I submitt my application via the mail?
- Can I open an account in one of your locations?
- How do I close my account?
- I just opened an account. Where do I send my cheque or documentation?
- Who should I make my cheque payable to?
- When will I get my confirmation?
- I submitted my application but I did not receive my confirmation email. What should I do?
- What should I do with the reference number?
- Who can I contact if I am experiencing difficulties with the online application form?
- I submitted my application but I need to make a correction. Who should I contact?
- Will it be considered a withdrawal if I use my registered savings account to fund a registered GIC?
- How long does it take to process my GIC or Oaken Savings Account once Oaken receives the application?
- What is Common Reporting Standard (CRS)?
- How does CRS work?
- How does CRS differ from the U.S. Foreign Account Tax Compliance Act (FATCA)?
- What additional information will I be asked to provide and verify?
- How is my tax residence defined?
- What will happen if I am a foreign tax resident, but don’t know my Tax Identification Number (TIN)?
- Does CRS apply to all deposit accounts?
- Does CRS apply to non-personal accounts?
- What information will be reported to tax authorities?
- Can I have multiple joint accounts with multiple owners?
- What is the cutoff period to change my maturity instructions?
- Can you select an RSP/TFSA savings account as an option for non-registered GIC maturity instructions?
- How do I add a Power of Attorney (POA)?
- How can I make changes to my personal information?
- Can I designate beneficiaries on a registered savings account?
- How do I set my registered GIC to pay out to my registered savings account on maturity?
- How can I update my beneficiaries on my registered plan?
- What are the benefits of using Oaken Digital?
- How do I enrol for Oaken Digital using an enrolment number?
- How can I sign up for Oaken Digital without an enrolment number?
- What can I do with Oaken Digital?
- What are the costs of using Oaken Digital?
- How do I access Oaken Digital for my trust, estate or commercial accounts/investments with Oaken?
- What statements and documents are available on Oaken Digital?
- Does Oaken Financial offer a security guarantee?
- If I'm registered for Home Digital, can I use the same login credentials on Oaken Digital?
- How do I open a Savings Account?
- How do I open a Guaranteed Investment Certificate (GIC) ?
- How do I open a TFSA Savings Account?
- How do I open a TFSA Guaranteed Investment Certificate (GIC)?
- How do I open an RSP Savings Account?
- How do I open an RSP Guaranteed Investment Certificate (GIC)?
- How do I open a Spousal RSP Savings Account?
- How do I open a Spousal RSP Guaranteed Investment Certificate (GIC)?
- RIF
- Spousal RIF
- Commercial
- How do I save the information that I have captured for my new investment(s) or account(s)?
- How do I resume my saved investment(s) or account(s)?
- How do I delete saved investment(s) or account(s)?
- How do I print my transfer form(s) if requested?
- How do I upload a document if required?
- How do I view my pending investment(s) or account(s) details?
- How can I update my Oaken profile information?
- How can I change my name?
- How do I change my Oaken Digital username?
- How do I create nicknames to my accounts?
- How can I select a main account?
- How can I hide/unhide my accounts in Oaken Digital?
- How do I filter my accounts by issuer?
- How do I change the maturity instructions for my GIC?
- Why can't I change my maturity instructions?
- How can I view the details for my account?
- How can I quickly view my latest Savings Account transactions?
- How do I filter my Savings Account transactions?
- How can I export and download my Savings Account transaction summary?
- How do I transfer funds?
- How do I make a scheduled transfer?
- How do I make a recurring transfer?
- Will I be charged to make a transfer?
- Are there maximum amount limits for sending a transfer?
- Can I transfer funds from my non-registered savings account to my registered savings account?
- Can I transfer funds between my registered savings accounts with Home Trust and Home Bank?
- s there a new transfer form for moving my registered funds from an external institution to my Oaken registered savings accounts?
- How do I view my scheduled or recurring transfers?
- How do I edit or delete a scheduled or recurring transfer?
- Can I transfer money to and from my Oaken Savings Account?
- Can I link more than one external account to my Oaken Digital profile?
- Will I be charged a fee for linking to my external accounts?
- Are there other ways to link my accounts?
- The password or security question I use for my financial institution is not working. What should I do?
- Why is the external account I would like to link to my Oaken Digital profile, not showing as an option?
- What do I do if I selected the wrong external account?
- How long will it take for my external account to be linked?
- Who can I contact if I'm experiencing any other difficulties with linking my account?
- How do I link to an external account in Oaken Digital?
- Is all my document history saved in Oaken Digital?
- How do I view and download my statements and documents?
- Is there a fee to receive a paper copy of my monthly non-registered savings account statements by mail?
- I would like to receive a paper version of my GIC confirmation, but is there a charge?
- Can I pay a fee to receive monthly paper statements for my registered savings account?
- How do I stop receiving paper copies of my documents and statements?
- How do I receive documents and statements in paper?
- What are notifications?
- How will I receive notifications?
- How do I subscribe/unsubscribe from notifications?
- What are minimum balance notifications?
- How can I change my minimum balance threshold?
- How will I know when my tax slips and portfolio statements become available in Oaken Digital?
- How do I view and sort the messages in my secure inbox?
- How do I reply to my messages?
- How do I delete messages?
- How do I send a secure message to Oaken?
- How do I log in to Oaken Digital?
- How do I enable fingerprint login for the Oaken Digital app?
- How do I enable Face ID for the Oaken Digital app?
- What if I cannot activate my fingerprint login or Face ID?
- What if I cannot de-activate my fingerprint login or Face ID?
- How do I switch the username on the Oaken Digital app?
- What if my fingerprint or Face login is locked and is preventing me from logging in to Oaken Digital?
- How do I logout of Oaken Digital?
- I've noticed suspicous activity on my account. What should I do?
- How do I change my password?
- What can I do to recover my Oaken Digital Password?
- My Oaken Digital profile is currently locked out due to several failed attempts. What should I do?
- Which versions of Android does Oaken Digital support?
- How do I install the Oaken Digital app on my Android device?
- I'm having trouble installing or opening Oaken Digtal on my Android device, what should I do?
- The Oaken Digital app freezes or crashed on my Android device, what should I do?
- How can I change the push notification settings on my Android device?
- How can I enable Fingerprint ID to access the Oaken Digital app?
- Which iOS version does Oaken Digital support?
- How do I install the Oaken Digital app on my iOS device?
- I'm having trouble installing or opening Oaken Digtal on my iOS device, what should I do?
- The Oaken Digital app freezes or crashed on my iOS device, what should I do?
- How can I change the push notification settings on my iOS device?
- How can I enable Touch ID/Face ID to access the Oaken Digital app?
We’re celebrating our 10th
anniversary with a special rate
6.00 %
1 Year
18 Month
2 Year
1 Y
18 M
2 Y
GIC
Terms and conditions apply. Offer valid from Nov 1 to Nov 30, 2023. Offer subject to change without notice.
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.