Self-Serve Options
What are the steps to lock a credit card online?
Click on the credit card> Manage My Card > Lock My Card
Which Panel would you go to look to see if the client has a Seniors Offer?
Panel 24
What is the client’s Payout balance (Loan Number(9236084238/ UCI: 1125588887278703650)
$23,788.77
What is this client’s prepayment privilege? UCI: 1125588888716065646
$25,950.00
Where would you go to change a client’s contactless payment feature, (procedure and steps)?
SEC 1.5 & Coins 21>5>F3
Where would a client go to see what types of statements they have for all their accounts?
My Accounts> View eStatements> Statement Preferences
Which Panel would you go to look up a client’s PLC/ Loan interest rate?
COINS 22-2-5
What is this client’s PLC Interest Rate? UCI: 1125588888273771638
5.450%
What is this client’s Principal balance going to be at maturity? UCI: 1125588888716065646
$176,434.55
Where would you check to see what the service charge owing on a deposit is when closing the account?
F1>enter Transit & Account, then INQ Code 04
Its midnight in Toronto; where would a client go to reverse a bill payment they made ten minutes ago?
Bill Payments>View Upcoming and Past Payments
Which Panel would you go to look up the Payout Balance for a Line of Credit?
COINS 22-2-2
Where would you go to check any notes for a Loan or Line of Credit?
22 > 2 > 5 > Select Loan > F10 > 19
Where would you look to find out what account a Mortgage payment is being debited for a Client?
Coins 18>1>1 + F5, enter the Mortgage Identification Number.
What are the Steps in COINS to switch a client’s account to a Smart Plus account?
25>3>9
How long can processing times take for a Credit Limit increase online?
5 business days
Which Panel would you go to look up a client’s Debit card limits?
21-6
What is this client’s Interest Rate? (Loan Number(9236084238/ UCI: 1125588887278703650)
6.990%
What is the Maturity Date of the 7th installment of this client’s ISBO GIC? Account number: 000334922771
June 20th, 2022
Where can you go to update the accounts slots on a client’s debit card?
21>5>2
If a client is looking to pay HST for their business, where can they do this online?
Customer Services > Pay and file business taxes
Which TWO Panel(s) would you check a client’s ATDF limit?
F1 or Panel 24
If a client is applying for a PLC and wants to know if they are approved, how can we search for the PLC without the loan number?
22>2>5, and then press Enter to connect to ECIF
What is the maturity date on this client’s TFSA GIC (Account number: 42088044)?
Aug,9th, 2023
What are the steps in COINS to order cheques for a PLC
Trick question, you can’t do that through COINS (have to sumbit an e-form)