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Information Centre

Online services

Investment statements

Investment statements

Use the highly secure AccèsD environment to receive your investment statements online.

Real advantages

Protection and Privacy:

AccèsD meets the highest security standards.

Efficiency:

You will receive your statement faster. Statements are displayed in a convenient format (PDF) and archived for 2 years.

Accessibility:

You can view your statement from any computer connected to the Internet, anywhere in the world.

Simplicity:

By registering for the Desjardins Funds online investment statement, you will also receive all the documents with respect to your Desjardins Funds through AccèsD Internet. (Legal and financial documents, tax information slips)

Environmentally friendly:

You are making a tangible contribution to reducing paper use.

Delivered right to your message box!

At the end of each quarter, you will receive a notice in your AccèsD message box informing you that your statement has been issued.

How to register for online statement

  1. Go to the AccèsD Overview page
  2. Click on the Statements and documents icon from the right-hand menu
  3. Click on Accounts, investments and tax information slips under Register for online statements and documents.

How to view your online statement

  1. Go to the AccèsD Overview page
  2. Click on the Statements and documents icon from the right-hand menu
  3. Click on Mutual funds under Investment statements and documents.

With online Desjardins Funds investment statements, keeping a close eye on your investments has never been so easy or secure.

Get a Portfolio or a Desjardins Fund

By phone

Montreal area: 514-CAISSES
Elsewhere in Canada and the U.S.: 1-800-CAISSES

At the caisse

Make an appointment with a caisse representative:

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