6:12 am
September 29, 2017
Not sure why you need to insist on paper statements. You can get monthly PDF versions from most banks that you can easily download. Even if they do not offer that, you can always regularly (monthly?) "print" a copy of online transactions to a PDF file to store on your computer, though this is required for very few banks.
11:07 am
October 27, 2020
1:19 pm
September 29, 2017
7:00 am
March 8, 2018
smayer97 said
The process is that you register online then have to wait 7-10 business days to get a package in the mail with instructions on how to fund your acct, after which you have to mail back a check to create a link to the first acct, and presumably there needs to be time for the check to be processed and clear. (Any other links to other accts can be done via fax.)
I am making a 2nd link to Can Tire HISA and it has been known that the cheque was to snail mail to Can Tire Bank. The above said any other links can be done via fax, can anyone confirm it can be done via fax and how so?
7:22 am
December 20, 2016
HISAhopper said
The above said any other links can be done via fax, can anyone confirm it can be done via fax and how so?
When I submitted a direct transfer authorization form to link another FI, although the form indicates a mailing address, I called the CSR who gave me the following fax number 877 728 5822.
The explanation was that they initially require snail mail for incoming documentation from new clients, but "established" clients may use fax.
Stephen
7:31 am
March 8, 2018
Nehpets said
When I submitted a direct transfer authorization form to link another FI, although the form indicates a mailing address, I called the CSR who gave me the following fax number 877 728 5822.
The explanation was that they initially require snail mail for incoming documentation from new clients, but "established" clients may use fax.
Stephen
Is the cheque scanned as an attachment to the Direct Transfer Authorization form and both was faxed in?
7:54 am
September 29, 2017
HISAhopper said
I am making a 2nd link to Can Tire HISA and it has been known that the cheque was to snail mail to Can Tire Bank. The above said any other links can be done via fax, can anyone confirm it can be done via fax and how so?
There is a Direct Transfer Authorization form you fill out and fax. I have done it a while ago. I must have gotten the form on the site somewhere. Note sure where I got the fax # but it is 1-877-728-5822 (I think I got it from them via phone).
8:07 am
December 20, 2016
HISAhopper said
Is the cheque scanned as an attachment to the Direct Transfer Authorization form and both was faxed in?
Yes, two separate PDF documents. Check with VOID written across the front.
The Direct Transfer Authorization form is downloaded as a PDF once you are logged into your account, and select Account Services | Direct Transfer Authorization.
The form download link appears to give you the form even if you are not logged in.
Stephen
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