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Administration Help

My Profile

My Profile contains your personal details, your sign-in and security settings, and your preferences for day-to-day use of ScotiaConnect. You can review and edit your profile at any time. Remember to save your changes.

Here you’ll find out how to manage and update the information in your profile:

  • Editing your personal details
  • Updating your sign-in and security settings
  • Managing your preferences

Editing your personal details

This section includes information about you, your role, and your business contact details. Note that fields marked with * must be completed.

How to edit your personal details

  1. In the Personal Details section, click Edit. A form window will open.
  2. Update the relevant fields.
  3. Click Save & Close.
    • You can also click the X in the upper-right corner to quit without saving your changes or click Cancel to leave your personal details unchanged.
  4. You’ll see a message letting you know if your personal details were saved properly. If there are any errors, please fix them and save your changes again.

Updating your sign-in and security settings

To protect your business banking information, it is important to maintain strong, up-to-date security settings. And you can update any of these settings at any time – without having to call the Customer Contact Centre.

Each time you update any of your sign-in and security settings, you’ll be asked to first provide your password and a unique security token value. This is an extra layer of authentication that safeguards your sign-in and security credentials.

Read on for more detailed instructions for updating your sign-in and security settings:

  • Change your password
  • Manage your secret word
  • Update your security questions
  • Convert to the Digital Token app
Change your password

You use your password each time you sign in to ScotiaConnect. Choose a unique password that is easy for you to remember but difficult for others to guess.

How to change your password
  1. In the Sign-in & Security section, click Change password. A form window will open in which you’ll be asked to first provide your current password and a unique security token value. This is an extra layer of authentication that safeguards your sign-in and security credentials. Once you’ve completed these two fields, click Continue.
  2. A second form window will open in which you’ll be asked to enter a new password, following the criteria for a strong, secure password:
    • Don’t reuse old passwords.
    • Don’t use special characters (e.g., % ! $ or &).
    • Your password can’t contain your user ID.
    • Your password must contain:
      • a minimum of 8 characters
      • at least one lowercase letter
      • at least one uppercase letter
      • at least one number
      • no spaces
    NOTE: Passwords are case-sensitive.
  3. Enter your new password again to ensure that you entered it as intended.
  4. Click Confirm.
    • You can also click the X in the upper-right corner to quit without saving your changes or click Cancel to leave your password unchanged.
  5. You’ll see a message letting you know if your password updated successfully. If there are any errors, please fix them and click Confirm again.
  6. Once your new password has met all of the criteria described above, your password will be updated. You’ll be asked to use your new password to sign in again.
Manage your secret word

Your secret word will be used as identifying information when you call to speak to the Customer Contact Centre. Select a secret word that’s easy for you to remember but difficult for others to guess.

How to update your secret word
  1. In the Sign-in & Security section, click Manage secret word. A form window will open in which you’ll be asked to first provide your password and a unique security token value. This is an extra layer of authentication that safeguards your sign-in and security credentials. Once you’ve completed these two fields, click Continue.
  2. A second form window will open in which you’ll see your current secret word. If you’d like to change it, you can click Update. This will open two new fields.
  3. Enter your new secret word, following the criteria for a valid secret word:
    • Must contain 8 to 32 characters
    • No spaces
    • Can’t contain the special characters % ! $ or &
  4. Enter your new secret word again to ensure that you entered it as intended.
  5. Click Confirm.
    • You can also click the X in the upper-right corner to quit without saving your changes or click Cancel to leave your secret word unchanged.
  6. You’ll see a message letting you know if you’ve successfully updated your secret word. If there are any errors noted, fix them and click Confirm again.
Update your security questions

For the security of your banking information, you must select and answer five security questions each time you update this setting. Choose answers that are easy for you to remember but difficult for others to guess. Always keep your questions and answers confidential.

How to update your security questions and answers
  1. In the Sign-in & Security section, click Update Security Questions. A form window will open in which you’ll be asked to first provide your password and a unique security token value. This is an extra layer of authentication that safeguards your sign-in and security credentials. Once you’ve completed these two fields, click Continue.
  2. A second form window will open in which you’ll be asked to select and answer the required five questions, following the criteria for a valid answer:
    • Between 4-64 characters
    • Can’t repeat a character three or more times in a row
    • Can’t contain part of the question
    • Each answer must be different from the others
    • No spaces
    • No special characters (e.g., % ! $ or &)
    NOTE: By default you will see your five currently selected security questions. You can keep or update any or all of these questions, but you must provide answers for all five of the questions you choose.
  3. When you’ve completed your changes, click Confirm.
    • You can also click the X in the upper-right corner to quit without saving your changes or click Cancel to leave your security questions and answers unchanged.
  4. You’ll see a message letting you know if you’ve successfully updated your security questions and answers. If there are any errors noted, fix them and click Confirm again.
Convert to the Digital Token app

If you currently use a physical token for ScotiaConnect, your company may allow you to use the Digital Token app instead. You can easily set this up yourself on ScotiaConnect.

Once you convert to the Digital Token app, return your physical token to your Super User. This physical token may be reassigned to you in the future or reassigned to another ScotiaConnect user within your organization.

How to convert to the Digital Token app

Download the app
  1. Ensure that your mobile phone’s date and time set automatically.
    • iPhone: Settings > General > Date & Time > Select Set Automatically
    • Android: Settings > General Management> Date & time > Select Automatic date & time
  2. Download the latest version of the Digital Token app on your mobile phone. The app is available on App Store and Google Play.
Launch the app
  1. In the Sign-in & Security section of My Profile, click Convert to Digital Token. A form window will open in which you’ll be asked to first provide your password and a unique security token value. This is an extra layer of authentication that safeguards your sign-in and security credentials. Once you’ve completed these two fields, click Continue.
  2. A new form window will open that will walk you through the following steps:
    • Open the app and set up your passcode, a 4-digit code you’ll use to sign in.
    • Click the + icon to add a new token.
    • Allow the app to access the camera on your mobile phone.
    • Aim your mobile phone’s camera at the displayed barcode. This will scan the barcode into the app.
    • Enter the displayed token value into the form on ScotiaConnect.
    • To activate the Digital Token app, click Confirm. If you change your mind and would prefer to keep using your physical token, click Cancel.
  3. The window will close and you’ll see a confirmation message to let you know if you’ve successfully converted to the Digital Token app.
For questions and further assistance, contact the Customer Contact Centre.

Managing your preferences

Set up your preferences to get the most out of your day-to-day use of ScotiaConnect.

How to change your preferences
  1. In the Preferences section of My Profile, click Edit. A form window will open.
  2. Select the radio button next to the options you prefer for each of the following settings:
    • Site language: Choose the default language in which you’d like to view the application – Canadian English, French, or US English.
    • Report preference: Choose from Word, Excel, PDF, or RTF for downloading reports.
    • Country: Choose which accounts – Canadian or U.S. – you’d like to view at the top of your accounts summary on your dashboard. NOTE: If you have accounts in only one country, this preference will not display.
  3. Click Save & Close
    • You can also click the X in the upper-right corner to quit without saving your changes or click Cancel to leave your preferences unchanged.
  4. You’ll see a message letting you know if your preferences were saved properly. If there are any errors, please fix them and save your changes again. NOTE: Updates to your preferences will take effect on your next sign-in
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