Neo Financial

Set up your account, add co-owners, and troubleshoot any issues.

Accounts

Set up your automated CRA direct deposit to receive government payments to your Neo account.

Deposit your CRA payments into your Neo account

Neo does not offer accounts for Canadian business owners.

Business accounts at Neo

Understand how to unlock a restricted account and regain access to your funds.

Restore a restricted account

Understand how the Neo Savings interest rate works.

Interest rates for the Neo Savings account

Discover the high-yield Neo Savings account and how it differs from other Neo accounts.

Get a Neo Savings account

Learn the steps to add a co-owner to your Neo Savings account for joint financial management.

Add a co-owner to a Neo Savings account

Understand the differences between a locked and dormant account at Neo.

Locked or dormant accounts

Connect external accounts to Neo for easy fund transfers.

Link a bank account to Neo

Neo does not offer overdrafts or overdraft protection.

Overdrafts for Neo accounts

Understand how your deposits are protected through our partnerships with CDIC member institutions for added security.

CDIC deposit protection for Neo accounts

Access your transit, institution, and account numbers required for setting up direct deposits and pre-authorized debits.

Find your account details

Monitor your current and available account balances of your Neo accounts.

View the balance of your accounts

Automate your savings by setting up recurring transfers from an external account.

Auto-Save for Neo accounts

Skip the security questions by enabling Autodeposit to have e-Transfers land directly in your Neo account.

Set up Autodeposit for Interac e-Transfer®

Add and remove recipients for Interac e-Transfers and bill payments.

Manage payees for bill payments or Interac e-Transfer

Help your child or teen develop financial literacy skills with a JA Money account.

Guide for parents on youth accounts

Managed shared money with someone you trust and get Neo Money cards to earn cashback.

Open or manage a joint Neo Chequing account

Access your account details and set up Auto-Save to deposit money on autopilot.

Account management

Maintain a baseline balance in your Neo Chequing or Neo Everyday account by setting up automated transfers from other Neo accounts.

Set up Auto-Refill for the Neo Chequing or Neo Everyday account

Understand how Neo processes expired or declined Interac e-Transfers.

Expired or declined Interac e-Transfer requests

Identify common transfer issues and processing times when moving funds to or from your Neo account.

Troubleshoot issues with your transfers

Link your payroll or government benefits to your Neo account to access your earnings.

Set up direct deposits to your Neo accounts

Neo does not support cheques or cheque deposits at this time.

Cheques and cheque deposits

Set up recurring bill payments from your Neo Everyday or Neo Chequing account.

Pay bills from your Neo account

Explore the various methods for moving money in and out of Neo accounts.

Move funds into Neo accounts

Authorize external entities to withdraw recurring payments directly from your Neo account.

Set up pre-authorized bill payments

Request and move funds instantly using the secure Interac e-Transfer network.

Send or receive an Interac e-Transfer®

Understand the wait times and common delays when using Interac e-Transfers.

How long do Interac e-Transfers® take?

Retract a pending e-Transfer before it has been deposited by the recipient.

Cancel an Interac e-Transfer®

International transfers are not available for Neo accounts.

International transfers with Neo accounts

Set up direct deposits, withdraw funds, or move money between your accounts.

Transfer and payments

Learn how to view your statements and transaction history for accounts.

View your account statements and transactions

Understand your statements, balance, and Neo Money™ card transactions.

Statement and transactions

Legal

Avis juridiques

Privacy Policy

Confidentialité

Terms & Conditions

Conditions

Go to neofinancial.com

Community

Blog

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype invite-team answer

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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