Getting Started & First Sign-In
To access ScotiaConnect for the first time, ensure your organization has completed enrollment and that you’ve received your User ID and initial credentials. On the official sign-in page, enter your details and follow the prompts to set a new password and configure multi-factor authentication (MFA) when requested.
Common first-time steps include password update, verification of contact information (email/phone), and review of your assigned entitlements. If your company uses dual-authorization, your transactions may require approval from another authorized user before release.
After sign-in, you’ll land on a dashboard with balances, recent activity, and quick links to payments, approvals, and reports. Use the navigation to access features relevant to your role.
Key Features for Business Users
- Multi-account visibility: View balances, transactions, and daily activity across eligible accounts.
- Payment center: Create wires and EFT/ACH payments, manage beneficiaries, and schedule recurring items.
- Templates & batches: Standardize frequent payments and submit batch files to save time and reduce errors.
- Approvals workflow: Enforce dual or multi-level authorization with user limits and controls.
- Reporting & statements: Download statements, export to CSV/PDF, and create custom activity reports.
- Alerts & notifications: Configure balance alerts, payment status updates, and approval reminders.
- Mobile access: Review balances and approve items on the go from a supported device.
- Administration: Manage users, roles, entitlements, and limits to match your internal policy.
Payments: Wires, EFT/ACH & Templates
Payments in ScotiaConnect follow a consistent flow: choose the type (wire, EFT/ACH), select or add a beneficiary, enter the amount and date, attach remittance details if needed, and submit for approval. Templates help reduce manual entry and keep formatting consistent across teams.
Approvals, Roles & Entitlements
Entitlements define the actions a user can take—view balances, create payments, approve transactions, or administer users. Many businesses apply tiered limits (e.g., single approval under a threshold, dual approval above). Approvers can review pending items from their dashboard and receive notifications when transactions require attention.
- Assign Initiator vs Approver roles to separate duties.
- Set per-payment and daily limits to control exposure.
- Use dual-authorization on sensitive payment types.
Security, MFA & Safe Practices
ScotiaConnect uses encryption, session controls, and multi-factor authentication to help protect access. Organizations can strengthen defenses by enforcing strong passwords, limiting high-risk actions to approved devices, and monitoring alerts.
- Enable MFA for all users; verify contact methods regularly.
- Use dedicated workstation profiles; avoid shared credentials.
- Confirm beneficiary changes through out-of-band verification.
- Log out after sessions and avoid public Wi-Fi for approvals.
Reporting, Statements & Export
Generate summaries by account, date range, or transaction type. Export options (CSV/PDF) let teams reconcile activity or share data with accounting systems. Scheduled reports can deliver recurring statements to authorized recipients.
Mobile Experience & Notifications
A mobile experience is available for quick balance checks, alerts, and approvals. Capabilities may vary by profile and region. Configure notifications so approvers are prompted to review time-sensitive items without delay.
Troubleshooting Sign-In
Locked out? Use the self-service reset from the sign-in page or contact your administrator. Ensure your MFA device can receive codes and your time settings are accurate.
Session timed out? Re-authenticate and save drafts frequently when preparing longer payment batches.
- Clear browser cache/cookies if pages don’t load as expected.
- Try another supported browser or private window for testing.
- Confirm your entitlements if a menu option seems missing.
Glossary
- Entitlements: Role-based permissions defining what a user can see and do.
- Dual-authorization: Two (or more) approvals required before releasing a payment.
- EFT/ACH: Electronic Funds Transfer / Automated Clearing House payments for domestic transactions.
- Template: A saved payment setup to standardize and speed recurring transactions.
- MFA: Multi-factor authentication to verify identity beyond a password.
FAQ
How do I sign in to ScotiaConnect?
Use the official ScotiaConnect sign-in page, enter your User ID and Password, and complete MFA if prompted. If your company uses dual-authorization, approvals may be required for certain transactions.
What are entitlements?
Entitlements define user capabilities—view accounts, create payments, approve items, or administer roles. Administrators can set limits and dual-authorization policies per user or payment type.
Can I approve payments on mobile?
Yes, approvers can review and release eligible items from a supported mobile experience, subject to role and regional availability.
How do I reset my password?
From the sign-in page, select the password reset option or contact your organization’s admin or support. Identity verification may be required.
Which payment types are supported?
Common options include wires and EFT/ACH. Availability and limits depend on your entitlements and regional settings.