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Financial summary

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

Features


Overview	Get a comprehensive look at your Desjardins savings, investments, financing products (loans) and VISA credit cards. Find out more about: the Savings and investments tab the Financing tab

Detailed view	Get more information on each of your accounts.

Key dates	See the key dates related to you accounts: loan due dates, term savings maturity dates market-linked guaranteed investments fixed return option periods 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). Enter information easily from lists and dropdown menus and with easy-to-use functionality.

Monthly statements of account	Check your monthly Desjardins and VISA Desjardins statements. Find out more about monthly statements of account.

Personalized balance sheet	Draw up a complete personalized balance sheet by adding your personal assets, like your real estate and personal property, as well as your holdings at other financial institutions. Find out more about balance sheets.