Personal Financial Management (PFM) - cancellation

Personal Financial Management (PFM) - cancellation

Please be advised that the Personal Financial Management (PFM) tool available through Noventis online banking will be unavailable indefinitely, effective November 24, 2020.

Frequently asked questions:

Why is PFM being cancelled? Expand/Collapse

The PFM tool has been available to all Credit Unions using the Member Direct platform. Due to the low uptake of this service, our vendor has made the decision to cancel the service for all Credit Unions.

Do I need to de-link my external accounts? Expand/Collapse

You may de-link your personal external accounts before November 24, if you like. If you don’t this will be done automatically and your external account information will be deleted.


Will I be able to see my account information for Qtrade and/or Credential Financial once the change takes affect? Expand/Collapse

Qtrade and Credential are affiliated accounts to the Credit Union services, therefore, you will be able to continue viewing these accounts using the full site only.

They are not viewable from Noventis Now or the mobile site. 

If you have further questions specific to this update, please call our Contact Centre at 1-844-826-6500.

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