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1. Log on to My Profile. 

2. On the home page, in the My financial portrait section, click on the arrow, then go to the Assets section.  

3. In the Accounts section, click on Open an account.  

4. A window will open. Answer "yes" or "no" to the tax residency question. 

5. Choose an account type. 

6. Answer "yes" or "no" to the question Are you opening this account on the request and/or for the use of a third party individual or business?, then enter the required information.  

7. Click on Continue.  

8. A form will open. Fill it out and click on Continue. 

9. Your electronic signature will be required.  Read and accept the terms and conditions. 

10. Review the information, then click on the green Sign buttons. 

11. Your request will be submitted and a confirmation displayed. Click on Confirm.  

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Here are the steps to activate My Profile online: 

  1. On the login page, click on set up my online profile.
  2. On the next page Sign up to get started, enter your desired username. Please note that it must be between 8 and 64 characters long and contain no special characters. Next, enter your password and make sure it meets the security criteria: at least one number, between 10 and 25 characters, at least one uppercase letter, at least one lowercase letter and at least one special character.
  3. Read and accept the Terms of Service.
  4. Click on Create your account.
  5. Click on Link it!
  6. Enter your activation code and your customer identification number, then click on Continue. 
The VerifyMe service is now available to UNI users. This service allows you to authenticate yourself with the Connection Partner option and access Government of Canada services (e.g.: My Service Canada Account for individuals or My Canada Revenue Agency (CRA) Account for individuals and businesses.
Members and clients need an e-mail address on file to create any product online. You can add your e-mail address in My Profile by clicking on the icon in the top right-hand corner of the screen. Then choose Info, View all, just below your address and phone number, select E-MAIL and click on the pen icon. You can then add your e-mail address.

Maximum number of occurrences per frequency: 

- Weekly > 143 occurrences
- Biweekly > 72 occurrences
- Monthly > 33 occurrences 
- Quarterly > 11 occurrences 
- Semi-annually > 6 occurrences 
- Annually > 3 occurrences 
- Bimonthly > 17 occurrences 

Note: If you wish to change a scheduled transfer or payment, past occurrences are included the maximum allowed. 

Transfers can be scheduled to: 

- Make or change a payment  

- Make or change a transfer between UNI members 

- Transfer funds between your UNI accounts 

- Repay a loan or line of credit 

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