Financial summary

The Financial summary tab displays all your assets and liabilities in the form of a personal balance sheet right on AccèsD.

Features

The financial summary includes :

  • A confidential overview of all your investments, financing products (loans) and VISA credit cards.
  • A detailed view that supplies more information on each of your accounts.
  • Key account dates, such as loan due dates, term savings or GIC maturity dates, market-linked guaranteed investments fixed return option periods, and transactions you've either set up to be made at a later date or that have been programmed by your caisse (e.g., mortgage payments).

Advantages

  • Gives you access to caisse account and VISA Desjardins credit card monthly statements of account.
  • You can use it to draw up a complete personalized balance sheet by adding your personal assets, like your real estate (home, cottage) and personal property (vehicles, furniture), as well as your holdings at other financial institutions.

Register for AccèsD.


For more information
By phone 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 At the caisse
(Members and non-members)
Make an appointment with an advisor at a branch.

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