Home Bank

How to create and configure an authorized user in Oaken Digital.

Overview

Home Bank (through Oaken Financial) allows you to grant access to your accounts by designating an Authorized Signatory.

Currently, full online self-service user management is not available in Oaken Digital for business or commercial accounts. Instead, adding a new user requires completing and submitting a physical or PDF form to Oaken Financial. Once processed, the user will be granted the appropriate access to manage the accounts.

Bank terminology

Concept	Home Bank term
Delegated user	Authorized Signatory
Admin	Account Holder

Setup steps

1. Obtain the Authorized Signatory Form

Navigate to the Oaken Financial website or log in to Oaken Digital to locate the Authorized Signatory Form.

You can also request this form directly from Oaken Financial customer service.

2. Complete the user details

Fill out the Authorized Signatory Form with the new user’s information. The form requires several specific details about the individual being added.

Field	Notes
Salutation	Required
First Name	Required
Last Name	Required
Email Address	Required
Civic Address	Required
Phone Number	Home, Cell, or Work
Date of Birth	Required
Occupation	Must be specific
Employer Name	Required
Employer Address	Required

The form also requires a Politically Exposed Persons (PEP) declaration for the new user.

3. Sign and submit the form

All existing account holders and the new Authorized Signatory must sign the completed form.

Once signed, mail the physical document to Oaken Financial or submit it in person at an Oaken Financial office, as instructed on the form checklist.

Important notes

Home Bank / Oaken Financial primarily uses paper/PDF forms (“Authorized Signatory Form”) to add users to commercial accounts. While Oaken Digital allows up to three Authorized Persons for non-individual accounts, full online self-service user management is not supported. You must submit a signed Authorized Signatory Form.

Use one user per account if separate connections are required.