Setting up and managing alerts

Be notified when there is activity on your account

Security and financial alerts are a convenient way to be notified by text or email in the event of suspicious or potentially fraudulent activity on your accounts. They are also a convenient way to help you manage your money. There are a variety of alerts that can be set up for your BlueShore Financial accounts.

Security alerts

Use security alerts to catch suspicious or potentially fraudulent account activity within Online Banking. Once you set them up, we'll notify you via email or text message – it's up to you. Activate any or all of the alerts and customize your selection based on your personal needs.

• New Payee Added – Notifies you when a new bill payment vendor account is added
• Online Personal Access Code (PAC) Change – Notifies and confirms that your PAC has been changed

Balance, activity and payment alerts

These financial alerts can help you monitor your accounts and manage your money. Watch for low account balances, large deposits, even scheduled payments. They also add a layer of security so that if any of the monitored activities occur without your knowledge, you can follow up.

• My Balance – Alerts you of your balance daily, weekly or monthly
• Low Balance – Alerts you when your balance dips below a threshold you specify
• Deposit – Alerts you when a deposit over an amount you specify has been made to your account
• Withdrawal – Alerts you when a withdrawal over an amount you specify has been made from your account
• Interac e-Transfer^®Recipient Added – Allows you to verify the new recipient
• Scheduled Payment or Transfer May Fail – Alerts you when a scheduled transaction may fail due to insufficient funds

Alerts for business

A few additional alerts are available for business accounts.

• Transaction Pending Approval - Alerts you when a Business Online Banking transaction is waiting for co-signer approval
• Transaction About to Expire - Alerts you when a pending transaction is approaching its expiry date.

Setting up alerts

Setting up alerts is simple. After logging in to Online Banking, select Messages and Alerts from the left-hand menu and then click on Manage Alerts.

At the top of the Manage Alerts page, there is an additional option, Alerts History, which will show you all the alerts sent to you in the last 30 days.

Managing your alerts

After you have finished setting up your alerts and contacts, you can manage the alert contacts from the Manage Alerts Contacts and Mobile Nicknames page. You can have up to three mobile phone numbers or email addresses listed as contacts.

You can add, delete, or disable a contact temporarily within the Manage My Alerts Contacts table.

To unsubscribe or cancel an alert, simply select the alert you wish to cancel and click on Delete at the bottom of the box.

Adding alert recipients

In addition to receiving alerts by email or text, you can also add other recipients such as a joint account holder or someone acting as your Power of Attorney (POA). This is especially helpful if you’re concerned about an elderly parent managing their money or perhaps falling prey to a scam. You can add your mobile phone number or email as one of their contacts.

If you’re a business owner, other recipients could include a business partner or accountant – someone you trust to help monitor your business accounts.

Safe and secure

No personal information is transmitted with the alerts such as account numbers or other data that could potentially be used to identify you or your accounts.

Talk to us

If you're not currently registered for Online Banking, please contact us for assistance – it's fast and easy. And if you have questions or concerns at any time, please call us at 604.982.8000 (toll-free 1.888.713.6728), connect through live chat, or visit your local branch.