For those who weren't aware ... Hubert Financial can now be added as an External Account | Oaken Financial | Discussion forum

I was able to link to my Hubert HISA using the Oaken online system. I did this a month or two ago, but didn't think to post about it.

I only had non-registered HISA at the time, so had no trouble with it linking to the "wrong" account.

It now shows as "Access Credit Union" in Oaken's transfer section. I tested it by moving $5 from Oaken savings to Hubert HISA and it worked.

This link also is used for pulling funds directly into a GIC, when purchased through an Oaken agent on the phone. Although I've bought two GICs since Dec. 19 and none of that money has yet been pulled from my Hubert HISA. When they get one of these set up (hopefully later this week), I'll probably buy another GIC.

I find Hubert, post-Access, has an annoying habit of displaying accounts in the order it imagines I want to use them, which i think reflects my last login, as it seems to vary. I prefer a standard consistent list.

This leads me to a "wild card" guess that perhaps something similar is happening with this Oaken link? I don't have an Oaken HISA so I can't test this out.

Dean said

Loonie said

I find Hubert, post-Access, has an annoying habit of displaying accounts in the order it imagines I want to use them, which i think reflects my last login, as it seems to vary. I prefer a standard consistent list.

. . .  

For a standard consistent list of accounts on Hubert, I ignore the Dashboard page we are shown at login, and I go directly to the Accounts/All Accounts page. The All Accounts page is a complete, logical, consistent list of all ones accounts.

FWIW, I wish Hubert would give that *&^%$# Dashboard page The Punt❗

Dean

  

For the record, I agree wholeheartedly that the Dashbord should be scrapped by Hubert. It has no basis in reality when it comes to which accounts I access the most or am most interested in seeing when I log in. I just want to see them all and then choose what to do.

Regarding my account linking issue: I discovered that by changing the order of my accounts at Hubert, (drag the ones you deem to be most relevant to the top, and SAVE), I was able to get my regular HISA to miraculously materialize on the Oaken account link request area. Problem not totally solved though because after tapping the account, and watching a hypnotic semi-circle rotate for what seemed like hours (probably only a minute or two), some kind of glitch terminated the exercise. Did this a couple of times to no avail. Will try again at a later time. The wonders of modern technology never cease to amaze.

Thanks Dean ...

I apparently successfully linked my Hubert account. The three accounts offered were the first three in my ordered list. All Smooth, assuming it actually completes in two business days ...

Dean said

For myself, I was given both my Hubert SA & Hubert TFSA (in that order) as choices, but my first attempt to link to my SA failed (timed-out?), and I had to start over again.

In my second attempt the order of choices were switched, but at least the process of linking my SA worked that time.

I can only guess, but the displaying of choices may have a glitch or two in it. Maybe give it a second try ... it worked for me.

'Good Luck' with it ... and let us know how it went,

Dean

  

Update: So, after numerous, what appeared to be unsuccessful, online linking attempts, and phone calls to both Oaken and Hubert, my Hubert account , disguised as Access CU, finally appeared under my linked accounts in Oaken. Go figure. All's well that ends well.

Thanks again, Dean!