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.
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Documents available on AccèsD Internet | Document retention period on AccèsD Internet |
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Market-linked guaranteed |
All notices (except the fees and losses notice) |
3 months |
| Fees and losses notice | 7 years | |
| Investment agreement | Duration of the term |
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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 |
How to register on AccèsD Internet to receive your tax information slips for your guaranteed investments and terms savings
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.
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