Account statements and online documents
Desjardins ad
Get all the info on your accounts: transactions made in your caisse and credit card accounts, related fees, loans, guaranteed investments, Desjardins Funds and tax information slips.
Eligible accounts and products
Desjardins accounts, Desjardins credit cards, guaranteed investments, Desjardins Funds, Capital régional et coopératif Desjardins and tax information slips.
Cost
No charge
Format
Identical to paper statements. Also available in PDF format.
Impact on the environment
Helps protect the environment by reducing paper consumption.
Saving, printing and downloading
Statements and documents can be saved on your hard drive and printed. They can also be downloaded in several formats and imported into a word processor, spreadsheet or database. Statement templates to help you download your statements and documents
Desjardins account statements
- Available as of the first day of the month
- Can be viewed on AccèsD, by clicking on the Statements and documents icon and selecting Accounts under Monthly statements
- Retrievable for 7 years
- If you were already registered for online statements in May 2013, your statements are saved for 7 years from that date on
- After May 2013, statements are saved the month following your registration for online account statements
- Also available in paper format and mailed on request
Desjardins credit card account statements
- Can be viewed on AccèsD, by clicking on the Statements and documents icon and selecting Credit cards under Monthly statements.
- Can be viewed in the Desjardins mobile app by clicking on the card you want in My accounts or My favourites, then the Information tab. Next, click Last statement details or All statements in the Last statement section.
- Retrievable for 10 years.
- Also available in paper format and mailed on request.
- To better understand your monthly account statement, see Your statement explained.
Desjardins Funds investment statements
- Available quarterly
- Can be viewed on AccèsD by clicking on the Statements and documents icon and selecting Mutual funds under Investment statements and documents.
- Identical to the investment statements sent by mail
- Retrievable for 2 years
- Easy to download and print
Capital régional et coopératif Desjardins investment statements
- Available in March and September
-
Can be viewed on AccèsD by clicking on either
- the Statements and documents icon in the right-hand menu and selecting Capital régional et coopératif Desjardins under Investment statements and documents
- the Options button for the Capital régional et coopératif Desjardins product in the Savings and investments section, under CRCD statements and documents
OR
- Identical to the Capital régional et coopératif Desjardins investment statements sent by mail
- Retrievable for 2 years
- Easy to download and print.
Enjoy many benefits
- Get your documents faster in a secure environment
- View them easily at your convenience
- Save them on your computer
- Manage your documents easily
- Print them
- Contribute to the protection of the environment
You can register to receive the following account statements:
- Desjardins account statement
- Desjardins credit card account statements
- Desjardins Funds statements
- Capital régional et coopératif Desjardins investment statements
Desjardins account statements
When you register for Desjardins online account statements, you'll also receive all documents pertaining to your market-linked guaranteed investments and term savings via AccèsD Internet.
To register for Desjardins online account statements:
- Click the Statements and documents icon in the right-hand menu, then on Accounts, investments and tax information slips under Register for online statements and documents.
- Select the appropriate folio.
- Validate your choice.
Desjardins credit card account statements
To register for Desjardins online credit card account statements:
- Click on Statements and documents.
- Under Register for online statements and documents, click on Credit cards.
- Select the appropriate card.
You'll get a notice in your AccèsD mailbox letting you know a new statement is available.
Desjardins Funds investment statements
When you register for online Desjardins Funds investment statements, you'll also receive all documents pertaining to your Desjardins Funds on AccèsD.
To register for online Desjardins Funds investment statements:
- Click the Statements and documents icon in the right-hand menu, then on Accounts, investments and tax information slips under Register for online statements and documents
Capital régional et coopératif Desjardins investment statements
There are 2 ways to register for online Capital régional et coopératif Desjardins investment statements:
- Click the Statements and documents icon in the right-hand menu and select Capital régional et coopératif Desjardins under Investment statements and documents
- Click the Options button for the Capital régional et coopératif Desjardins product in the Savings and investments section, under CRCD statements and documents
OR
Guaranteed investments and terms savings
If you're registered for online account statements, any new document pertaining to your market-linked guaranteed investments or terms savings, issued as of April 26, 2015, will be available only on AccèsD.
When new documents are available, you will receive an email in your secure AccèsD message box. Documents can be viewed by clicking the Statements and documents icon in the right-hand menu and by selecting Guaranteed investments under Investment statements and documents.
If you are not yet registered for online account statements and would like to do so, see Register for online account statements.
Market-linked garanteed investment documents
| Documents available on AccèsD Internet | Document retention period on AccèsD Internet |
|---|---|
| All notices (except the fees and losses notice) |
3 months |
| Fees and losses notice | 7 years |
| Investment agreement | Duration of the term |
| Annual statement | 13 months |
Term savings documents
| Documents available on AccèsD Internet | Document retention period on AccèsD Internet |
|---|---|
| Notice of renewal | Until a new notice of renewal is issued or the account is closed |
| All certificates of deposit and service agreements | Duration of the term |
Desjardins Funds
If you're registered for online Desjardins Funds statements, any new document pertaining to your Desjardins Funds will be available only on AccèsD.
When new documents are available, you will receive an email in your secure AccèsD message box. Documents can be viewed by clicking the Statements and documents icon in the right-hand menu and selecting Mutual funds under Investment statements and documents.
If you are not yet registered for Desjardins Funds online account statements and would like to do so, see Register for online account statements.
Desjardins Funds documents
| Documents available on AccèsD Internet | Document retention period on AccèsD Internet |
|---|---|
| Transaction notices | 120 days |
| Fund facts | 12 months |
| Desjardins Funds management reports | 12 months |
| Desjardins Funds financial statements | 12 months |
You can now get your tax information slips on AccèsD for:
- Your Market-Linked Guaranteed Investments
- Your term savings investments
- Your Desjardins Funds
- Your Capital régional et coopératif Desjardins shares
- Any other savings product for which a tax information slip is issued
Benefits of getting your tax information slips online:
- They can be accessed as soon as they are issued
- They are available at all times
- They are archived for 7 years
- They can be used with revenue agencies
- It's an easy and secure way to manage them: you can download them, print them out and save them on your computer
Market-Linked Guaranteed Investments and Term Savings
To register to receive your Market-Linked Guaranteed Investment and Term Savings tax information slips:
- On the AccèsD home page, click the Statements and documents icon in the right-hand menu
- Under Register for online statements and documents, click Accounts, investments and tax information slips
- Click Register
- Accept the terms of use
- Confirm
Desjardins Funds
To register to receive your Desjardins Funds tax information slips:
If you're registered for online Desjardins Funds investment statements, you'll receive all documents pertaining to your Desjardins Funds, including tax information slips, on AccèsD.
To register to receive your tax information slips online, see Register for online account statements.
When tax information slips are available, you will receive an email in your secure AccèsD message box. Documents can be viewed by clicking the Statements and documents icon in the right-hand menu and selecting Tax information slips under Tax information slips for income tax return.
Capital régional et coopératif Desjardins
To register to receive tax information slips for your Capital régional et coopératif Desjardins shares:
- On the AccèsD home page, click on the Statements and documents icon in the right-hand menu
- Under Investment statements and documents, click Capital régional et coopératif Desjardins
- In the Tax information slips tab, click Modify
- Select the Online documents option
- Click Confirm
The tax slips can be viewed by clicking the Statements and documents icon in the right-hand menu and selecting Tax information slips under Tax information slips for income tax return..
This table will help you understand the meaning of the 3-character codes displayed on your ATM receipts, monthly statements of account or passbook.
Codes marked with an asterisk (*) and preceded with an "I" indicate an inter-Caisses transaction.
| Code | Description | Personal | Business |
|---|---|---|---|
| ACB | AccèsD bill payment |
 |
|
| ACC | Line of credit administration charge correction |
|
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| ACP | Line of credit payment |
|
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| ACT | Transfer between accounts |
|
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| ADM | Service charges |
|
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| ATC* | ATM withdrawal correction |
|
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| ATD* | ATM deposit |
|
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| ATI* | Payment of a bill or money transfer to a credit card account |
|
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| ATP* | ATM line of credit payment |
|
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| ATQ* | Fast cash ATM withdrawal |
|
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| ATT* | Transfer at a Desjardins ATM |
|
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| ATU | ATM passbook updating |
|
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| ATW* | ATM withdrawal |
|
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| AV | Loan disbursement |
|
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| BNU | Bonus Desjardins BONUSDOLLARS rebate |
|
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| CAM | Account maintenance charges |
|
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| CAN | Purchase or refund correction cancellation |
|
|
| CC | Certified cheque |
|
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| CCB* | Bill payment at the counter (with fee) |
|
|
| CCQ | Cheque |
|
|
| CCR | Deposit through clearing |
|
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| CEQ | Merchant equipment rental charges |
|
|
| CFT | Funds transfer charges |
|
|
| CGF | Business line of credit guarantee administration charges |
|
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| CGR | Merchandise return credit |
|
|
| CHG | Canadian exchange rate on foreign ATM transaction |
|
|
| CHI | Life insurance premium on Everyday Transaction Account |
|
|
| CHQ | Cheque |
|
|
| CLS | Closing of account |
|
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| CLX | Irregular loan or line of credit closing |
|
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| CMA | Business line of credit administration charges |
|
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| COP | Loan or line of credit file - opening charges |
|
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| CR | Miscellaneous in-caisse deposit |
|
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| CRC* | Correction for in-caisse deposit |
|
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| CRL | Loan or line of credit renewal charges |
|
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| CRN | Returned item charges |
|
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| CSC | Complementary service charges |
|
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| CTX | Merchant transaction charges |
|
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| DAB | Bill payment made through an AccèsD Services advisor |
|
|
| DCC | Merchant credit card transaction deposit |
|
|
| DCH | Member dividends on administrative charges |
|
|
| DDC | Direct deposit correction |
|
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| DEP* | Deposit at the counter |
|
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| DET | Deposit - Transfer from other institution |
|
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| DIC | Direct deposit correction |
|
|
| DIR | Direct deposit |
|
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| DIV | Bonus interest |
|
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| DPD | Merchant direct payment deposit |
|
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| DR | Miscellaneous in-caisse withdrawal |
|
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| DRC* | Correction for in-caisse withdrawal |
|
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| DTV | Deposit - Overdraft transfer from credit card |
|
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| DW | Direct withdrawal (preauthorized payment) |
|
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| DWC | Direct withdrawal correction |
|
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| DWT | Direct withdrawal - Transfer (e.g., investment) |
|
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| EDI | EDI payroll payment |
|
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| FIX | Fixed service charges |
|
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| FWD | Deposit carried forward |
|
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| GFC | Line of credit guarantee monitoring charge correction |
|
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| GST | Federal sales tax on merchant equipment rental |
|
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| HS | Payroll deduction |
|
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| HSA | Payroll deduction |
|
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| HSC | Payroll deduction correction |
|
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| IDD | Direct deposit |
|
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| IDF | Direct deposit |
|
|
| IFT | International funds transfer |
|
|
| INC | Interest correction |
|
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| INT | Interest on Everyday Transaction Account |
|
|
| IPS | Interest permanent or capital shares |
|
|
| LCD | Deposit from line of credit |
|
|
| MCD | Mobile cheque deposit |
|
|
| MEQ | Direct Deposit from the Ministère de l'éducation du Québec |
|
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| NBD* | Deposit at the counter |
|
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| NBW* | Withdrawal at the counter |
|
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| NCB* | Bill payment at the counter (no fee) |
|
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| ODC | Overdraft interest charges |
|
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| OLD | Direct deposit |
|
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| OPN | Opening of account |
|
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| PAP | Preauthorized purchase |
|
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| PAW | Preauthorized withdrawal |
|
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| PRT | Provincial sales tax on merchant equipment rental |
|
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| PUR | Purchase |
|
|
| PWL | Purchase with withdrawal |
|
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| RAE | Student advance repayment |
|
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| REB | Member dividends on savings and loans |
|
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| RSI | Life insurance premium on Regular Savings Account |
|
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| RTN | Returned cheque |
|
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| SAL* | Salary |
|
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| SCD | ATM withdrawal (ATM of another institution) |
|
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| SCI | Life insurance premium on social capital |
|
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| SEM | Multiproject Option service charges |
|
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| SER | User fees |
|
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| SHI | Interest on social capital |
|
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| SL | Direct deposit |
|
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| SLC | Direct deposit correction |
|
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| SSI | Interest on surplus shares |
|
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| SVI | Interest on Regular Savings Account |
|
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| TAL | Automatic loan or line of credit payment |
|
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| TAM | Transfer of matured term savings account |
|
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| TAP | Periodic transfer to or from term savings account |
|
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| TDA | Transfer between accounts through an AccèsD Services advisor |
|
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| TDI | Interest on term savings account |
|
|
| TF | Transfer between folios |
|
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| TFC* | Inter-Caisse or inter-institution transfer |
|
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| TFF | Transfer between folios |
|
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| TFI | Inter-Caisse or inter-institution transfer |
|
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| TIC | Inter-currency transfer |
|
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| TMO* | Manual transfer at the counter |
|
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| TR | Automatic transfer within same folio |
|
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| TSI | Life insurance premium on term savings account |
|
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| TTP* | Transfer - Retirement products |
|
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| TTR* | Transfer between accounts in same folio at the counter |
|
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| UPD | Passbook updating |
|
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| WBT | Transfer to Desjardins folio from other institution |
|
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| WD* | Withdrawal at the counter |
|
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| WDT | Withdrawal - Money transfer to credit card |
|
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| WGC | CAN-ACT government remittance |
|
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| WGT | GST-QST government remittance |
|
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| WMT | Withdrawal - Money transfer to folio Deposit - Money transfer Withdrawal - Interac transfer Deposit - Interac transfer |
|
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| WPT | Transfer from line of credit to Everyday Transaction Account |
|
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| WVD | Money transfer from credit card |
|
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| WWB | Bill payment |
|
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| WWG | Government remittance |
|
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| WWP | Line of credit payment | |
|
| WWT | Transfer or cash advance |
|
