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  3. Personal Online Account Opening FAQ

Online Account Opening FAQ

What kind of an account can I open online?
Prospective CWB clients can open the following chequing and savings accounts through our online application:

Apex Account, Standard Chequing Account, Student Account, Gold Leaf Plus

Summit Savings Account 

If you don't see the account you're looking for, see our full list of products here

If you're already a CWB client, you may log into your online banking to open additional accounts, or email us at [email protected], and we'll be happy to help. 
If I open a personal account using the online application system, can I go to any branch if I need other products or services?
When you open an account using our online application, we will automatically assign you to your nearest branch. However, you may contact us at any time if you’d like to be assigned to a different branch.  
Can I open a joint account online?

Yes, you can do this using our online application.

A couple of notes before you apply: 

  • To open a joint account, both applicants must be new to CWB. If either applicant is already a CWB client, please contact one of our branches for assistance.
  • Since you’ll be sharing one or more accounts with another person, we'll need to know a little about that person. During the application process we'll ask you for their first and last name, as well as their email address and mobile phone number. We’ll use this information to contact your co-applicant about this application, in accordance with our CWB Financial Group Privacy Statement.
  • Joint accounts are treated as individual accounts until your co-applicant has completed their application and been approved by CWB. Until this happens, you will be solely responsible for these accounts.  
Can I save my application and resume later?

Yes. You can complete your application over multiple sessions or days, as we automatically save all of the information you provide. If you want to take a break from your application, just hit save and we'll send you an e-mail with instructions on how to resume it later

The address on my Drivers License is not my current address, can I still use it to scan my ID and open an account?
Yes, you can still use your drivers license for the initial scan. You'll need to manually update your address once your ID has been scanned.
How do I find the email to resume my application? 
Please check your junk mail if you don't see an email from us after you save your application.
What if my co-applicant is already a CWB client?
To open a joint account, both applicants must be new to CWB. If either applicant is already a CWB client, please contact one of our branches for assistance.
Who can I contact if I have questions regarding terms and conditions of the CWB Personal account agreement?
For assistance, please call our CWB Client Support Team at 1 (833) 441-0994 between the hours of 7:30 a.m. and 5:00 p.m. MST Monday to Friday.