5.“My Profile” online (will replace AccèsD and AccèsD Affaires)

UNI is offering a new financial and transactional tool called “My Profile”. This free and easy-to-use service is available on the web and the mobile app. “My Profile” gives you an easy and secure way to conduct your online transactions.

For full details on the “My Profile” tool, please refer to www.uni.ca/en/transition.

You’ll find a step-by-step section, tutorials and frequently asked questions (FAQ) about activating, configuring and using your online profile, including your marketing preferences, transactions and online services.

Examples of transactions you can do on “My Profile”

Pay bills Manage or sign up for a savings and investment product

Make Interac e-Transfers Manage a loan or line of credit

Transfer funds between UNI members Make an additional payment on a personal loan

Transfer funds between accounts Download documents

Make mobile deposits (deposit a cheque with your smartphone)

Interac e-Transfers

Issue a void cheque for personal chequing accounts (PCA) and other savings accounts

• You will need to re-enter your contact list in “My Profile” effective July 10, 2023*.

• Be sure to write down the contact info for your frequent contacts before July 6, 2023*, to make the process easier.

• Automated recurring Interac payments to your contacts will not be automatically transferred to “My Profile”. This feature will not be available at this time.

• New! You will now have the option to request funds via Interac e-Transfer.

• New! You will now be able to sign up for self-deposit on “My Profile”. Get money faster with Interac e-Transfer Auto Deposit function. You can have Interac e-Transfer funds automatically deposited to your account without having to answer a security question.

REMEMBER!

• Go to www.uni.ca/en/transition for complete details and instructions on how to ACTIVATE, CONFIGURE and USE “My Profile” online.

• Your UNI account statements will remain available according to your current preference.

• If you are currently viewing your statements virtually, you will be able to do so through ‘‘My Profile’’.

• If you currently receive it in paper format, you will continue to receive it this way. No action is required.

• Get started now with the virtual statement by contacting our Client Contact Centre at 1-888-359-1357 to register for the ‘‘My Profile’’ tool and gain access to your virtual account statements. IMPORTANT: ‘‘My Profile’’ will be available as of July 10, 2023.

• More details about your Interac e-Transfers available in the “Interact e-Transfer” section.

Activation and configuration of the “My Profile” tool starting July 10, 2023* (will replace AccèsD and AccèsD Affaires) “My Profile” will be available as of July 10, 2023* from the UNI homepage at www.uni.ca/en or www.uni.ca/en/transition.

Personal members and clients Business members and clients

If you are an AccèsD user, you have already received or should soon receive the following items by mail, in two separate mailings:

1. A letter with guidelines on how to create your username and password and customer identification number to activate your new online account on “My Profile”.

2. An activation code that you will also need to activate your new online account on “My Profile”.

If you are an AccèsD Affaires user, you have already received by mail or should soon receive in two separate mailings your new username and temporary password. As of July 10, 2023*, you can use this information to access “My Profile”.

Please note that you will not have access to your Personal account when you log into your Business account on “My Profile”. They must both be accessed separately.

Please keep the letter in a safe place so you can refer to it for instructions on how to activate your account on July 10, 2023*.

*Go to www.uni.ca/en/transitiontofindoutwhentostarttheactivationprocess.

6. Branches and ATMs

After the transition, an orientation station will be available to help direct you to the right resource based on your needs. We will be happy to help.

REMEMBER!

• Visit a branch:

• PIN authentication will be replaced by validation of your identity. To reduce your wait time, be sure to have your documents and photo ID on hand (e.g.,driver’slicence, passport,etc.).

• Signatures will now be used instead of PINs to approve transactions.

• ATMs: The ATM interface will change, but most functions will stay the same except for certain Business-related transactions.

• We recommend you make an appointment by calling our Client Contact Centre at 1-888-359-1357.

7. Need help? WE ARE HERE FOR YOU!

You have three options.

Option 1

Online

Go to www.uni.ca/en/transition:

• Guide

• Important dates

• Actions to be taken

• Videos and tutorials

• Frequently asked questions Service available 24/7

Option 2

In hybrid mode OPTION 1 + Telephone support. Some services available by phone:

• Manage your debit card

• Pay bills

• Transfer funds

• Support with online services

• Make an appointment with an advisor

• Manage plans

• View account balance

• Order cheques

• And much more!

Client Contact Centre:

1 -888-359-1357

Monday to Friday 8:30 a.m. to 6 p.m.

Option 3

In person

Support at a branch, with or without an appointment.

To make an appointment: 1-888-359-1357

Note: Please bring a valid photo ID, such as a driver’s licence, passport or other document for authentification.