Account Statements and Online Documents – How to register

Account Statements and Online Documents – How to register

How to register for online account 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.

Online documents for guaranteed investments and term savings

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.

 

Documents available on AccèsD Internet Document retention period on AccèsD Internet

Market-linked guaranteed
investment documents

All notices
(except the fees and losses notice)
3 months
Fees and losses notice 7 years
Investment agreement Duration of the term

Term savings documents

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

Tax information slips

How to register on AccèsD Internet to receive your tax information slips for your guaranteed investments and terms savings

  • 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.

Transaction code definition

This table will help you understand the meaning of 3-character codes displayed on your ATM receipts, monthly statements of account or passbook.

Codes marked with an asterisk (*) and preceded with an “l” indicate an inter-Caisses transaction.  Transactions with “Caisse” as the access method may either be automated transactions or transactions carried out manually at the caisse.

Transaction code definitions