Neo Financial

Tap limits for Neo credit cards and the Neo Money card were updated in January 2026 to $400.

Tap limits were increased to $400

For a limited time, enter to win cash prizes by participating in our 2026 savings challenge.

2026 Emergency Fund Challenge: Save to win $10,000

Understand the latest interest rate adjustments for the Neo High-Interest Savings account effective December 2025.

Change to the Neo High-Interest Savings account interest rate (December 2025)

Find out why account numbers for the Neo Everyday and Neo High-Interest Savings accounts changed and how to update your payments.

Changes to account numbers for the Neo Everyday and Neo High-Interest Savings accounts (September 2025)

Review the revised customer agreements and policy changes effective June 2025 to stay informed about your account terms.

Updates to agreements and policies (June 2025)

Access alternative methods for receiving cards and monthly statements during national mail service interruptions.

Update on the 2025 Canada Post service disruption

Review the August 2024 updates to our Privacy Policy to understand how we protect and manage your personal data.

Neo Privacy Policy Update (August 1, 2024)

Review the August 2024 revised terms governing how cashback is processed across the Neo partner network.

Updates to the Neo Rewards Policy (August 2024)

Understand the changes to our bill payment feature and how to manage your payees moving forward.

Updates to our bill pay service

Review the April 2024 updates to Neo Credit accounts, including policy changes and new feature announcements.

Spring updates to credit accounts (April 2024)

Stay informed about the April 2024 updates to the terms for the Cathay World Elite Mastercard Cardholder Agreement.

Changes to your Cathay World Elite® Mastercard Cardholder Agreement (April 2024)

Review the July 2024 updates to the rate and fee schedules for your Neo Mastercard.

Changes to the Neo Financial Mastercard Disclosure Statement, Rate & Fee Schedule (July 2024)

Understand the March 2024 updates to the Neo Rewards Policy on earning and redemption terms.

Updates to the Neo Rewards Policy (March 2024)

Residents of Quebec can review specific regional updates to customer agreements and financial policies.

Updates to agreements and policies (Quebec only)

Review the latest policy and agreement updates for Neo customers residing outside of the province of Quebec.

Updates to agreements and policies (except Quebec)

It'll now be easier to view and manage chat conversations with our Specialists and support requests.

What's changing with our chat

Neo Help Centre has a new home and a fresh look.

Neo Help Centre has moved

Review the July 2026 updates to our Privacy Policy to understand how we protect and manage your personal data.

Updates to the Neo Privacy Policy (July 2026)

Three updates to your Neo World Elite® Mastercard starting June 1, 2026: annual fee change, updated recurring cashback, and Everywhere rewards cap.

Changes to the Neo World Elite Mastercard and Neo World Mastercard (June 2026)

Learn about any changes made to policies or agreements.

News and policy updates

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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