Appointments
Book an appointment
Meet a specialist in a branch, by phone or by video – at a time that suits you.
Your appointment
What to expect
Confirmation
You’ll get an email with the details and a calendar invite.
Reminder
We’ll remind you the day before.
Your meeting
Usually 30–45 minutes with a specialist.
Follow-up
A written summary of what we discussed.
What to bring
- Photo IDFor in-branch appointments.
- Recent statementsIf you’re discussing your finances.
- QuestionsWrite them down so nothing gets missed.
- DocumentsPay stubs or tax returns for mortgage or loan discussions.
Frequently asked questions
Yes – use the link in your confirmation email or call us.
No. You’ll get a secure link that opens in your browser.