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Account statements and online documents

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 card accounts, guaranteed investments, Desjardins Funds 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 and prepaid cards under Monthly statements.
  • 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.

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

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 online Desjardins credit card and Desjardins Funds statements:

  1. 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.
  2. Select the appropriate folio.
  3. Validate your choice.

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.

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
  • 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 overview 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.

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 Included  
ACC Line of credit administration charge correction   Included
ACP Line of credit payment Included Included
ACT Transfer between accounts Included Included
ADM Service charges Included Included
ATC* ATM withdrawal correction Included Included
ATD* ATM deposit Included Included
ATI* Payment of a bill or money transfer to a credit card account Included Included
ATP* ATM line of credit payment Included Included
ATQ* Fast cash ATM withdrawal Included Included
ATT* Transfer at a Desjardins ATM Included Included
ATW* ATM withdrawal Included Included
AV Loan disbursement Included Included
BNU Bonus
Desjardins BONUSDOLLARS rebate
Included  
CAM Account maintenance charges Included  
CAN Purchase or refund correction cancellation Included Included
CC Certified cheque Included Included
CCB* Bill payment at the counter (with fee) Included Included
CCQ Cheque Included Included
CCR Deposit through clearing Included Included
CEQ Merchant equipment rental charges   Included
CFT Funds transfer charges Included Included
CGF Business line of credit guarantee administration charges   Included
CGR Merchandise return credit Included Included
CHG Canadian exchange rate on foreign ATM transaction Included Included
CHI Life insurance premium on Personal Chequing Account Included  
CHQ Cheque Included Included
CLS Closing of account Included Included
CLX Irregular loan or line of credit closing Included Included
CMA Business line of credit administration charges   Included
COP Loan or line of credit file - opening charges Included Included
CR Miscellaneous in-caisse deposit Included Included
CRC* Correction for in-caisse deposit Included Included
CRL Loan or line of credit renewal charges Included Included
CRN Returned item charges Included Included
CSC Complementary service charges   Included
CTX Merchant transaction charges   Included
DAB Bill payment made through an AccèsD Services advisor Included  
DCC Merchant credit card transaction deposit   Included
DCH Member dividends on administrative charges Included Included
DDC Direct deposit correction   Included
DEP* Deposit at the counter Included Included
DET Deposit - Transfer from other institution Included Included
DIC Direct deposit correction Included Included
DIR Direct deposit Included Included
DIV Bonus interest Included  
DPC Deposit prepaid purchase card   Included
DPD Merchant direct payment deposit   Included
DR Miscellaneous in-caisse withdrawal Included Included
DRC* Correction for in-caisse withdrawal Included Included
DTV Deposit - Overdraft transfer from credit card Included  
DW Direct withdrawal (preauthorized payment) Included Included
DWC Direct withdrawal correction Included Included
DWT Direct withdrawal - Transfer (e.g., investment) Included Included
EDI EDI payroll payment   Included
FIX Fixed service charges Included Included
FWD Deposit carried forward Included Included
GFC Line of credit guarantee monitoring charge correction   Included
GST Federal sales tax on merchant equipment rental   Included
HS Payroll deduction Included  
HSA Payroll deduction Included  
HSC Payroll deduction correction Included  
IDD Direct deposit Included Included
IDF Direct deposit Included Included
IFT International funds transfer   Included
INC Interest correction Included Included
INT Interest on Personal Chequing Account Included Included
IPS Interest permanent or capital shares Included Included
LCD Deposit from line of credit Included Included
MCD Mobile cheque deposit Included Included
MEQ Direct Deposit from the Ministère de l'éducation du Québec Included  
NBD* Deposit at the counter Included Included
NBW* Withdrawal at the counter Included Included
NCB* Bill payment at the counter (no fee) Included Included
ODC Overdraft interest charges Included Included
OLD Direct deposit Included Included
OPN Opening of account Included Included
PAP Preauthorized purchase Included Included
PAW Preauthorized withdrawal Included Included
PRT Provincial sales tax on merchant equipment rental   Included
PUR Purchase Included Included
PWL Purchase with withdrawal Included Included
RAE Student advance repayment   Included
REB Member dividends on savings and loans Included Included
RSI Life insurance premium on Regular Savings Account Included  
RTN Returned cheque Included Included
SAL* Salary Included  
SCD ATM withdrawal (ATM of another institution) Included Included
SCI Life insurance premium on social capital Included  
SEM Multiproject Option service charges Included  
SER User fees Included Included
SHI Interest on social capital Included Included
SL Direct deposit Included  
SLC Direct deposit correction Included  
SSI Interest on surplus shares Included Included
SVI Interest on Regular Savings Account Included Included
TAL Automatic loan or line of credit payment Included Included
TAM Transfer of matured term savings account Included Included
TAP Periodic transfer to or from term savings account Included Included
TDA Transfer between accounts through an AccèsD Services advisor Included  
TDI Interest on term savings account Included Included
TF Transfer between folios Included Included
TFC* Inter-Caisse or inter-institution transfer Included Included
TFF Transfer between folios Included Included
TFI Inter-Caisse or inter-institution transfer Included Included
TIC Inter-currency transfer Included Included
TMO* Manual transfer at the counter Included Included
TR Automatic transfer within same folio Included Included
TSI Life insurance premium on term savings account Included  
TTP* Transfer - Retirement products Included  
TTR* Transfer between accounts in same folio at the counter Included Included
WBT Transfer to Desjardins folio from other institution Included  
WD* Withdrawal at the counter Included Included
WDT Withdrawal - Money transfer to credit card Included  
WGC CAN-ACT government remittance   Included
WGT GST-QST government remittance Included Included
WMT Withdrawal - Money transfer to folio
Deposit - Money transfer
Withdrawal - Interac transfer
Deposit - Interac transfer
Included  
WVD Money transfer from credit card Included  
WWB Bill payment Included  
WWG Government remittance   Included
WWP Line of credit payment Included  
WWT Transfer or cash advance Included  

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