Documents and statements

View and download all your statements and documents online, including void cheques.

Register for online documents and statements

Register to access your documents and statements at any time on AccèsD . You can also save them to your computer and print them if necessary.

Convenient

Easily manage your finances by accessing your documents in 1 place.

Secure

View and download your documents and statements for free in a secure environment.

Environmentally friendly

Save paper by reading your statements and documents online.

How to register for online documents and statements

Register for online documents, statements and tax slips

To access your documents, statements and tax slips securely online, you must first register for this feature on AccèsD .

In the Desjardins mobile services app
  1. Log in to AccèsD.
  2. Select More in the lower right corner, then Statements and documents.
  3. Select Sign up for online documents.
  4. Select Sign up.
  5. Check the box that says I have read and I accept the consent and terms of use.
  6. Select Confirm.
In a web browser
  1. Log in to AccèsD.
  2. Select Statements and documents.
  3. Under Register for online statements and documents, select Accounts, investments and tax information slips.
  4. Select Register.
  5. Check the box that says I have read the Consent and Terms of Use.
  6. Select Confirm.

Your first statement will be available the following month.

Register for Capital régional et coopératif Desjardins (CRCD) documents, statements and tax slips

  1. Log in to AccèsD .
  2. Select Statements and documents.
  3. Under Investment statements and documents, select Capital régional et coopératif Desjardins .
  4. Under How do you want to receive your documents?, select Edit.
  5. Select Online documents under Tax slips and Investment and confirmation statements.
  6. Select Save.

Once you're registered for online statements, you'll no longer receive documents, statements or tax slips by mail. You'll get a message in your secure AccèsD message box when a new investment document or tax slip is available. You won't receive notifications for account statements.

Download a void cheque

Need a void cheque for payroll direct deposits or pre-authorized payments? You can provide a regular cheque with "VOID" written on it or download a void cheque on AccèsD

How to download a void cheque

In the Desjardins mobile services app

  1. Log in to AccèsD .
  2. Select Accounts, then the everyday account of your choice.
  3. Select the Information tab.
  4. Select Void cheque under the account you want the cheque for.

On a web browser

  1. Log in to AccèsD .
  2. In the menu on the right, select More options.
  3. Select Void cheque.
  4. From the table, select Void cheque next to the account you want the cheque for.

How to read a void cheque

5-digit transit number (caisse or branch identification number)

3-digit institution number

6-digit account or folio number (including zeros)

Your account statement

Your online account statement is available on AccèsD the first day of the month and is retrievable for 7 years.

How to view your statement online

1. Step 1

Log in to your accounts

Log in to AccèsD , then select Accounts.

2. Step 2

Make your selection

Select your everyday account, then select the Statements tab.

3. Step 3

View your statement

Choose the month you want to view.

Understanding your account statement

Folio number and time period

Transaction description (such as payment, withdrawal, deposit, transfer, cheque)

Balance after transaction

Your investment documents and statements

Your investment documents and statements are issued at different times. The amount of time they're available to view on AccèsD depends on the document.

How to view your statement online

1. Step 1

Open your browser

Log in to the web version of AccèsD on your computer, then select Statements and documents. This feature isn't available in the mobile app.

2. Step 2

Make your selection

Under Investment statements and documents, select Guaranteed investments, Desjardins Funds or Capital régional et coopératif Desjardins .

3. Step 3

View your document

Choose your investment and select your document.

How long documents stay on AccèsD

Market-linked guaranteed investments How long market-linked guaranteed investment documents are available on AccèsD
Document Time available to view
Fees and losses notice 7 years
Other notices 3 months
Investment agreement Duration of the term of the product
Term savings investments How long term savings investment documents are available on AccèsD
Document Time available to view
Notice of renewal Until a new notice of renewal is issued or the account is closed
Guaranteed investment certificate Duration of the term of the product
Registered plan enrollment agreement Duration of the term of the product
Online Term S@vings notice (offered online only) 90 days
Desjardins Funds

Desjardins Funds investment statements are issued 4 times a year, in April, July, October and January.

How long Desjardins Funds investment documents are available on AccèsD
Document Time available to view
Fund Facts 1 year
Transaction notices 4 months
Desjardins Funds financial statements 1 year
Desjardins Funds management reports 1 year
Investment statements, investment performance reports and reports on fees and other compensation 1 year
Capital régional et coopératif Desjardins

Capital régional et coopératif Desjardins investment statements are issued twice a year. They're generally available in mid-March and mid-September.

How long Capital régional et coopératif Desjardins investment statements are available to view on AccèsD.
Document Time available to view
Investment statements Up to 7 years after the account is closed
Confirmation statements Up to 7 years after the account is closed

Your tax slips

Your investment tax slips include provincial and federal information slips required for your income tax return, such as the RL-3 and the T5.

You can get your tax information slips on AccèsD for:

If you have investments with one or more other individuals, you'll only be able to access your tax slips online if you’re the main investment holder.

You can view these slips on AccèsD for 7 years after they're issued.

How to view your statement online

1. Step 1

Open your browser

Log in to the web version of AccèsD on your computer, then select Statements and documents.

1. Step 1

Open the Desjardins mobile services app

Log in to the Desjardins app on your mobile device or tablet, then select Statements and documents under the More menu in the bottom right-hand corner.

2. Step 2