Envision Online Membership Set Up

Step 1 — Go to: https://join.envisionfinancial.ca/

Step 2 — Select “Continue” and follow the prompts provided by Envision to complete your membership set up.

Please Remember:

Open your membership at least 10 days prior to mortgage funding.
Enter your name exactly as shown on your Driver’s License.
Each applicant must have their own valid Driver’s License and take their own picture when prompted.
When opening a joint account both applicants must apply during the same session (otherwise the membership opening will need to be completed in-branch prior to mortgage funding).
When selecting your account, please choose the Simply Free Account.
Your initial deposit of $5 to fund membership shares is required before your account can be used or your mortgage funded.

Next Steps:

Notify your mortgage broker once your account has been successfully opened and provide them with the Reference Number (e.g. 1-AA1234).
Within 2 business days, an Envision Financial onboarding specialist will reach out to ensure you have the accounts and services you need.
The entire mortgage process will be completed remotely including all signatures.
The advisor that reaches out after the account is opened will also be the advisor that works with you to complete all the mortgage documentation, discuss mortgage insurance options, and answer any questions you may have.