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How do I access my account, institution and transit numbers?

  • Updated

To access information related to your account, follow the steps outlined below. 


  1. Sign in to your account by using the Neo Financial app.
  2. Select your Money account. This will allow a more detailed view of your Money account, including balance, interest earned, and transactions. 
  3. Tap the 3 dots button at the top right corner of the screen. This will allow you to view account information or your statements.
  4. Select Account information
  5. Here you will be able to see your:
    • Branch address
    • Institution number
    • Transit number
    • Account number


You will also have the option to download your account information in PDF format.

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