Screenshots
About Pocket Banker by BOQ
Pocket Banker by BOQ lets you connect directly with your banker through secure messaging, calls, and document sharing — all in one app.
Stay in touch on your schedule. Message your banker instantly and receive notifications when they reply, just like texting a friend. Need to talk face-to-face? Jump into an audio or video call to discuss your finances in real time, with a direct line to the person who knows your account.
Handle documents with confidence. Upload files securely, then mark them up, add comments, and share them with your banker for quick feedback. When you need to explain something complex, share your screen during a call so your banker can see exactly what you're referring to — no back-and-forth emails needed.
Stay organized and on track. Set reminders for important dates, payment deadlines, or documents you need to prepare. Build to-do lists within the app so you never miss a financial milestone or conversation with your banker.
Your information stays protected. The app uses industry best practices to keep your data secure, so you can communicate confidently about your banking needs.
Getting started is simple. Pocket Banker by BOQ is available by invitation from your BOQ Banker. Once invited, you'll receive a unique link via email to create your account. Download the app, log in, and you're connected straight to your banker.
Note: Standard data charges from your mobile service provider apply.
Pros & Cons
Pros
- Direct messaging and calls with your assigned banker in one app
- Secure document upload, markup, and screen sharing during calls
- Built-in reminders and to-do lists for financial deadlines and tasks
- Industry-standard encryption protects your banking information
Cons
- Requires invitation from your BOQ banker to access the app
- Only available on Android; no iOS or desktop version mentioned
- Standard mobile data charges apply for all messaging and calls
- Limited to communication with one banker; no option to switch or compare advisors
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