Wave 1: Your personal banking migration timeline
Find information about the migration of your personal banking products and services
Edmonton Gateway Banking Centre
This page includes important information about your upcoming migration weekend. To help make this process as smooth as possible, refer to the sections below (before, during, and after migration).
For details about which activities you need to complete for a successful migration, please consult your Migration Letter.
Note that this information is specific to your personal banking products and services currently held at CWB. If you hold other products with CWB Financial Group®, please watch for separate communications about how and when those products and services will transition.
- Before you migrate
- Migration weekend
- After you migrate
Before you migrate: Getting ready
Update your contact information
If there have been recent changes to your contact information, reach out to your CWB Relationship Manager or local banking centre to make sure you receive all important communications during the transition period.
Reminder: National Bank or CWB will never call, text or email you to ask for your banking information especially your one-time verification code, PIN, password, or sign-in credentials.
Visit National Bank’s Fraud prevention page for cybersecurity tips.
Read your Product and Service Migration Guide – Personal
This step will help you understand how your current personal banking products and services will transition to National Bank.
Watch for additional communications
Prior to your migration weekend, we will send additional communications to help ease your transition to National Bank. If you still haven’t received anything, don’t hesitate to contact us in one of the ways indicated at the bottom of the page.
Provide instructions for any upcoming account decisions
If you have outstanding decisions to make around the time of your migration, such as maturing GICs or directing interest payments, reach out to us as soon as possible so we can process your request and ensure your preferences are in place.
Steps to take before your migration weekend
- Accounts and statements:
Record the latest details of your accounts and balances, especially if you have multiple accounts of the same type. Include any deposit, loan and investment accounts. -
Bill payees/suppliers:
Record the details of your current suppliers alongside associated recurring and post-dated payments already set up with CWB, as these may need to be manually set up on National Bank’s online bank. -
Interac e-Transfer®:
Outgoing transfers: send your transfers and remind the recipients to accept them before your migration weekend to avoid resending them later. Pending transfers will be cancelled.
Incoming transfers: accept incoming transfers to your CWB account before the cutoff date or wait to accept them in your National Bank account after your migration weekend.
CWB recipients: note any CWB recipients to whom you currently transfer funds. You will need to set up your CWB recipients as Interac e-Transfer recipients in National Bank’s online bank. -
Scheduled transactions:
Record the details of recurring payments, post-dated transactions, pre-authorized debits and bill payments that you set up with CWB. You will need to set them up in National Bank after migration. -
Direct deposits:
Take note of any vendors that currently make direct deposits into your accounts. You will have 12 months to update your account information with vendors.
For precise details about what to expect during your migration weekend, please consult your Migration Letter. If you’re part of the ongoing migration wave and you haven’t received your letter yet, don’t hesitate to contact us in one of the ways indicated below.
Migration weekend: What to expect and what to do
During your migration weekend, certain products and services will be temporarily unavailable as they are migrated to National Bank. Once the migration is complete, your accounts will be available again as National Bank products.
We understand this may be disruptive for your everyday banking and appreciate your understanding while we securely move your information.
Important
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For precise details about what to expect during your migration weekend, please consult your Migration Letter. If you’re part of the ongoing migration wave and you haven’t received your letter yet, don’t hesitate to contact us in one of the ways indicated below.
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Services will gradually become unavailable during your migration weekend.
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Remember that any transfers, bill payments and transactions scheduled during this time will be cancelled. You can either process them before your migration weekend, or you can reschedule them from National Bank’s online bank once your migration is complete.
After you migrate: Start banking with us
Please be advised that your local banking centres will be closed Monday, August 4 due to the Civic Holiday. While physical locations will not be available, all online banking services will be restored by the end of the day, at which time you will have full access to your National Bank products and services.
It’s now time to set up your online bank and download the mobile app!
Sign in and manage your online bank
You can now access National Bank’s online bank! Once you’ve set up your online profile, you can use the same email and password to sign in to the National Bank app.
Important: If you’re unable to sign in, rest assured that our teams are working diligently throughout the day to bring everyone online, and you may have to try again later.
Start using your online bank:
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Accounts and statements:
Verify your balances and recent transactions in your online bank. -
Bill payees/suppliers:
Verify your bill payees/suppliers in your online bank. If you’re missing any payees/suppliers, you will need to manually add them. While we’re continually expanding our supplier network, a supplier you previously used may not yet be available yet. In the meantime, you may process payments via Interac e-Transfer®, cheque, or wire transfer. -
Interac e-Transfer:
Set up Interac e-Transfer Autodeposit using your new National Bank accounts and a valid email address or mobile number. -
Scheduled transactions:
Reprogram your scheduled transactions. -
Account nicknames:
Rename your National Bank accounts. -
CWB recipients:
Set up your previous CWB recipients as Interac e-Transfer recipients.
View our step-by-step demos to learn how to use your online bank and mobile app
Activate your National Bank debit card
You can activate your new National Bank debit card by visiting an ABM or by making a purchase at a merchant terminal. Safely destroy and dispose of your CWB debit card.
Discover your National Bank branch
Your local banking centre reopens as a National Bank branch, with our team available during the same business hours. Now that you’ve migrated, in-person banking activities can only be done from a National Bank branch.
® CWB Financial Group is a registered trademark of National Bank of Canada.
® Interac and Interac e-Transfer are registered trademarks of Interac Corp. Used under licence.
When will my other products migrate?
If you hold multiple products with any CWB Financial Group®, please see the full migration schedule to learn when each will migrate.
We’re here to help
Let’s stay in touch
Contact your Relationship Manager or local banking centre
Or call the National Bank Client Experience Centre at 1‑888‑835‑6281