Mercer Invest Wise asks clients to verify bank accounts to make funds transfers to and from Mercer Invest Wise.
There are two ways to verify your Tangerine chequing or savings account with Mercer Invest Wise:
- A PDF of a full Bank Statement
- Image of a Void Cheque
Sign into your Tangerine Online Banking
Click on 'Statements'
- Click on the most recent month's statement (subject line should be 'Your X month chequing statement is ready')
- Download the statement as a PDF and upload it to your Mercer Invest Wise account!
- Sign into your Tangerine Online Banking
- Click on the 'Void Cheque' button
- A sample void cheque should pop up, download and upload it!