HOW TO CHECK YOUR BALANCE AND MAKE TRANSFERS

Find out details about your account

In My Accounts, you can:

• View account details
• View or download transactions
• Get eStatements
• Set savings goals
• Set up and view upcoming payments and transfers

What you do

• Sign on to CIBC Mobile Banking^®, CIBC Online Banking^® or the CIBC Mobile Banking App

View account details

• In Online Banking, select “View Account Details”. Here, you can view a graph summary of your transactions. You can even search for a single transaction, or multiple transactions over a specific length of time.
• In Mobile Banking and on the CIBC Mobile Banking App, select "My Accounts" to display your most recent transactions

Download transactions

1. From Online Banking, select "My Accounts," then “Download Transactions”.

2. Choose the account and time period.

3. If you use financial management software, select it from the drop-down list. 

Get eStatements

Skip the paper trail. Sign up for eStatements in Online Banking.

1. From My Accounts, select “View eStatements”. Here, you can select, view and download your eStatements in PDF format.

2. Select “Edit Preferences” and then "eStatement". Your eStatements will appear in the CIBC Message Centre.

3. You can also get your eStatements sent to your email address or your phone via SMS.

Create a budget

Whether you’re saving for a house or for a rainy day, your dreams can become a reality with our handy Savings Goals tool.

In My Accounts, you can:

• Set a savings goal
• Calculate your net worth

What you do

• Sign on to Online Banking

Set a savings goal

1. From "My Accounts", select “Savings Goals”.

2. Select “Create a Goal”.

3. Enter how much you want to save.

4. Use the sliders to adjust the target date and savings goal. We’ll show you how much you need to contribute each month.

Calculate your net worth

Tell us what you own, what you’ve saved and what you owe. We’ll show you your net worth.  

1. Select "My Accounts", then “Net Worth”.

2. Select “Add Asset” and “Add Liability” to insert new items.

3. We’ll calculate your net worth.

Manage bills and payments

We’ll help you keep your bill payments and transfers on track by displaying your payments and transfer schedule in a handy calendar.

What you do

• Sign on to Mobile Banking, Online Banking or the CIBC Mobile Banking App

Mobile Banking and CIBC Mobile Banking App

1. Select “Upcoming Transactions”.

2. Select “Add Transaction”.

3. Add your payee, amount, the account and payment frequency. Select “Next”.

4. Verify the payment details.

5. Select “Set Up Payments” to complete your request.

Online Banking

1. Go to My Accounts and select “Upcoming Bill Payments and Transfers”.

2. Select “Set up a Future Bill Payment” or “Transfer”.

3. Add your payee, amount, the account and payment frequency. Select “Next”.

4. Verify the payment details.

5. Select “Set Up Payments” to complete your request.

Transfer your money

Have a bill payment due or need to move your money around? Look no further.

What you do

• Sign on to Mobile Banking, Online Banking or the CIBC Mobile Banking App

Mobile Banking and CIBC Mobile Banking App

1. Select “Transfer Funds”.

2. Choose the amount, which accounts you’d like to transfer from and to, the date and frequency.

3. Select “Next”.

Online Banking

1. Select “Transfers”. 

2. Choose which accounts you’d like to transfer from and to, the frequency and date of the transfer.

3. Select “Next.”

Transactions submitted after 6:00 pm ET will be processed the next business day.