ScotiaConnect® - Main Help Index

Introducing ScotiaConnect

• Take a Tour of ScotiaConnect

• Learn how to set up Users
• Learn how to set up User Groups
• Learn how to set up Customized Report IDs
• Familiarize yourself with the Message Centre so you can view your Alerts, Bulletins and Messages.

Home Page

• 90 Day T-Bills
• Message Centre

Account Information

• Consolidated Balances
• Account Details
• Account Statements
• Balance History
• Transaction Search
• Consolidated Cash Plan (CCP)
• Inter Company Interest (ICI)
• EDI Remittance Advice

Accessing Economic Reports

• Economic Commentary
• FX Commentary
• Foreign Exchange Rates
• Daily Money Market Report
• Treasury Rate History

Managing Your Accounts

• Stop Payments
• Same Currency Account Transfers
• FX Transfers
• Treasury Account

Importing & Exporting Account Statement

• Advanced Account Statement Exports (BAI2, OFX, Microsoft Money, Intuit Quicken QuickBooks, Simply Accounting)
• Custom Account Statement Exports

Account Export

• Account Export
• ScotiaConnect - Import & Export Record Layouts
• Creating a Custom Account Export Template
• Modifying/Deleting a Custom Export Template

Billing

• Statements

Bill Payments

• Bill Payments

Wire Payments

• Wire Payments from Templates
• One Time Wire Payments
• Pending Wire Payments
• Wire Payment History
• Wire Payment Template Maintenance
• Send a Memo
• Memo Summary
• Exporting Wire Payments
• Importing Wire Payments
• Importing Wire Payment Templates

Remote Deposit

• Main Help
• Cheque Scanner Help
• Batch Status
• Group Setup Help

Requests for Transfer (MT101s)

• Requests for Transfer from Templates
• One Time Requests for Transfer
• Pending Requests for Transfer
• Request for Transfer History
• Request for Transfer Template Maintenance
• Export Requests for Transfer
• Import Requests for Transfer
• Import Request for Transfer Templates

EFT Payments

• EFT Payments from Templates
• One Time EFT Payments
• Pending EFT Payments
• EFT Payment History
• EFT Payment Template Maintenance
• Exporting EFT Payments
• Importing EFT Payments
• Importing EFT Payment Templates
• EFT Reports
• EFT Chargeback Accounts
• Bank Search

ACH Payments

• About ACH Payment Service
• ACH Reports

Preferences

• My Accounts
• My Global Accounts
• ACH and EFT Service Agreement Information
• My Services Overview
• User Information
• Group Information
• Audit Log

File Delivery

• Download File/Reports
• Pending Files
• Upload Files
• Upload History

Holiday Schedule

• ScotiaConnect Holiday Schedule