Automatic transfers

Automatic transfers

With automatic transfers. That’s the basics.

Contact an advisor

Set up transfers

Eligible products

Accounts, plans and products that work for you:

Regular Deposit Term Savings:

Eligible registered plans:


How to set up automatic transfers between your existing accounts:

Get a new product and set up automatic transfers:

  • Under Savings and investments, click Make an investment.
  • Select the product you want.
  • Follow the instructions.

Speak to a representative at your caisse to set up or change automatic transfers to a Desjardins fund or portfolio.

To set up or change automatic transfers to My Savings Plan:

Client services

Talk to a Desjardins advisor
Make an appointment

  • Desjardins Funds are not guaranteed; their value fluctuates frequently and their past performance is not indicative of their future returns. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Desjardins Funds are offered by registered dealers such as Desjardins Financial Services Firm Inc., a mutual fund dealer owned by Desjardins Group that distributes the funds in caisses throughout Quebec and Ontario, as well as through Desjardins Financial Centre.