Balance sheet

A complete information management tool that allows you to view not only your assets and liabilities at Desjardins, but your personal property and all your accounts in other financial institutions. You can include your:

• savings accounts
• investments (GICs, mutual funds, stocks, bonds, etc.)
• real estate (primary and secondary residences, etc.)
• personal property (vehicles, furniture, valuables, etc.)
• loans, credit cards and lines of credit, etc.

Features

• Allows you to get a confidential overview of all your assets and liabilities.
• You may include up to 10 investment accounts (and all information about each account) 10 loans, credit cards and lines of credit, etc., as well as all your personal property and real estate.
• Enter information easily from lists and dropdown menus and with easy-to-use functionality.

Advantages

• Secure and private.
• Easy to use and update (real-time updates of the Desjardins section).
• Printable version for your files or investment advisor.
• Available on AccèsD anytime and from anywhere.

Register for AccèsD.

	By phone	Montreal area: 514-522-2373 Elsewhere in Quebec, Canada and the U.S.: 1-800-CAISSES (1-800-224-7737)
	At the caisse (Members and non-members)	Make an appointment with an advisor at a branch.