How to open a new personal account
Quick guide
Before you begin
- Self identify - if you are a new client to CWB, these instructions are for you!
- Grab your mobile phone and ID (like a Driver’s License) and please read on.
Step 1: Getting started
- When you’re ready select “Start my Application."
Step 2: Contact information
- Next you will be asked for your e-mail address and mobile phone number and to verify you are not a robot.
- We will use your mobile phone number to send you a 4 to 7 digit security token.
- Once the token SMS/text arrives on your mobile device enter it in the space provided on your digital application and select “continue.”
Step 3: Account selection
- Next you will select the type or types of accounts you want. Each type of account includes a brief description and summary of fees. Select the account that is right for you.
- You will also be asked if you are opening a joint account with another person.
- Once you have selected your account(s) select “next” to continue.
Step 4: Eligibility
- Confirm you meet the eligibility requirements and select “next.”
Step 5: About you
- You can choose to scan your Driver’s License or skip that step and fill in your personal information manually including: your name, address, how long you have lived at that address, your date of birth, occupation and optionally your Social Insurance Number (SIN).
Step 6: About your co-applicant
- If you are opening a joint account, you will be asked to provide some information about them including their name, email address and phone number.
Step 7: Security question
- To help ensure your account is secure you will be prompted to select a security question and provide an answer to the question.
- You will also be asked if you would like a debit card.
- Select next to continue.
Step 8: Content, disclosure and agreements
- Please select the check box next to your name to signify you are giving CWB your consent to collect, use and store your personal information.
- Select “next” to continue.
- Select the check box to accept all disclosures and agreements.
- Select “next” to continue.
Step 9: Approval
- You will see your account approval and your Personal Access Number or PAN.
- Please record this number and keep it safe. You will need your PAN to access your account.
- You will also be asked to choose and confirm a Personal Access Code.
Step 10: Funding your account
- Select how you would like to fund your account and click “next” to continue.
- A confirmation email will be sent to the email address you provided.
- You're finished!