Common Features – Frequently Asked Questions

Common Features – Frequently Asked Questions

Q. How do I add a bill to my bill file on AccèsD?

A. To add a bill to your bill file on AccèsD:

  • Log on to AccèsD.
  • From the Transactions/Operations tab, click on Pay bills in the left-hand menu.
  • From the same menu, click on Manage your bill file.
  • Click on the Add button.

A search engine will be displayed. Type in part of the organization name, leaving Select in the second field. The system will display all organizations available. Select the organization you want and click on the Validate button. On the next page, enter the required information and click on the Validate button again.

If you encounter difficulties, contact the Internet technical support team at 1-866-779-COOP (1-866-779-2667), Monday to Friday from 4 p.m. to 9 p.m. and Saturday and Sunday from 8 a.m. to 8 p.m.

Q. How do I remove a biller from my epost service?

A. To remove or deactivate a provider from your epost service, simply:

  • Log on to AccèsD.
  • From the left-hand menu, click on View epost bills.
  • Click on Organizations on file.
  • Click on the biller and then on remove the organization from your file.
  • Click on the Confirm button to finish removing the provider.

Q. Why do some transactions not appear on my statement on the right date?

A. Transactions made with cards are processed as follows:

  • Monday to Thursday before 9:30 p.m.: on the same day
  • Monday to Thursday after 9:30 p.m.: on the next day
  • Friday and Saturday before 6:30 p.m.: on the same day
  • Saturday after 6:30 p.m. and all day Sunday: on Monday

Q. How do I make a change to my bill file on AccèsD?

A. To make a change to your bill file online, simply:

  • Log on to AccèsD.
  • From the left-hand menu, click on Pay bills.
  • Click on Manage your bill file.
  • Select the bill you want to change.
  • Click on the Modify button.

Find out more about bill payments on AccèsD

Q. Why hasn’t the bill, I set up to be paid on AccèsD, gone through on my account?

A. Even though the Caisse populaire automated services are available 7 days a week, our computer systems only process transactions 5 days a week.

The payment probably hasn’t been made yet because it was scheduled to take place over the weekend. It will be processed the following Monday between noon and 2:00 p.m.

Scheduled transactions are processed as follows:

  • Scheduled on a Sunday: on Monday between noon and 2:00 p.m. and dated Monday.
  • Scheduled on a Monday to Thursday: the same day between noon and 2:00 p.m.
  • Scheduled on a Friday: Saturday between noon and 2:00 p.m.
  • Scheduled on a Saturday: on Monday between noon and 2:00 p.m.

Find out more about bills set up to be paid a later date.

Q. Can I order cheques on AccèsD?

A. Yes, you can order personal cheques on AccèsD. This service is not yet available on AccèsD Affaires.

Find out more about how to order cheques

Q. How do I produce and print out a bank confirmation?

A. To produce and print out a bank confirmation, simply:

  • Log on to AccèsD.
  • Click on Statements and then on Bank confirmation.
  • Select the caisse populaire you want.
  • Once the bank confirmation is displayed, click on the Print button.

If you notice the year-end date is incorrect, please contact your Caisse populaire to have it changed.

Find out more about bank confirmation

Q. How do I register for AccèsD ?

A. To register, make an appointment with an advisor at your Caisse populaire or call 1-866-779-COOP (1-866-779-2667), Monday to Friday from 4 p.m. to 9 p.m. and Saturday and Sunday from 8 a.m. to 8 p.m.

Find out more about registering for AccèsD Affaires

Q. How can I cancel my epost service?

A. To cancel your epost service from Canada Post, you first need to cancel each organization on file for the service.
To do this:

  • Log on to AccèsD.
  • From the left-hand menu, click on View epost bills.
  • Click on Organizations on file.
  • Click on the provider and then on remove the organization from your file.
  • Click on the Confirm button to finish removing the provider.
  • Repeat for each biller on file for the service.

Then, 24 to 48 hours later:

  • Log on to AccèsD.
  • Click on User file in the upper right hand corner of the page.
  • Click on Cancel epost service in the left-hand menu.

The organizations on file will automatically be advised and you will begin receiving your bills in the mail.

Q. Where do I send the documents required to use the inter-institution transfer function on AccèsD?

A. Fax the documents to 1-705-474-5326 or mail them to the following address:

Caisse populaire Alliance limitée
1870 Bond Street North Bay, ON P1B 4V6

Find out more about Inter-institution transfers.

Q. How do I transfer funds from my account to another Caisse populaire member’s account on AccèsD?

A. You can use the money transfer function on AccèsD to transfer funds from your account to another member’s account. You’ll first need to add the person to your list of recipients on AccèsD. To do this, you’ll need either a cheque specimen from the recipient’s account, or the following information:

  • institution no.
  • identification no. (Caisse populaire or branch transit no.)
  • 6-digit account number plus the check digit (a total of 7 digits without spaces or hyphens).

If, for example, the folio number is 1234 and the check digit is 5, you’ll need to add zeros to the front of the numbers to get the following result: 0012345.

Transfers can only be made to Personal Chequing Accounts, and not to Regular Savings Accounts.

Important:

Money transfers made on a:

  • Saturday, Sunday or Monday will be posted on Monday
  • Tuesday, Wednesday or Thursday will be posted the same day
  • Friday will be posted on Saturday

Money transfers set up to be made in advance are always made between noon and 2:00 p.m.

Find out more about money transfers.

Q. What if I make a mistake while making a money transfer?

A. Money transfers are considered final transactions in the sense that they can’t be cancelled or reversed, just like cashed cheques.

If you have transferred funds to the wrong recipient or input an incorrect amount:

  • Retrace the transaction details – amount, time, date and recipient – by checking your latest transactions and statement of account on AccèsD.
  • Contact the recipient directly to straighten out the situation. A recipient who owes you money can reimburse you by whatever means are available to him (money transfer, cheque, cash, etc.).

If, however, you do not find the recipient to whom you have transferred funds in error, contact an advisor at your Caisse populaire or an  AccèsD Services advisor who will advise you on the best way to sort out the situation: 1-866-779-COOP (1-866-779-2667), Monday to Friday from 4 p.m. to 9 p.m. and Saturday and Sunday from 8 a.m. to 8 p.m.

Q. Why are some organizations not in the list of AccèsD eligible organizations?

A. Organizations must first ask to be part of the AccèsD service in order for you to be able to pay their bills online on AccèsD.

We approaches organizations we feels might be interested in having their bills paid to them electronically on a regular basis. You can also help by letting the organization know you are interested in paying your bills this way.

Q. When will I get my investment statements for income tax purposes?

A. Many factors can influence the date on which your investment statements is mail out.
To find out if your investment statements have been mailed or to find out the date on which they will be sent, please contact an advisor at your Caisse.

Q. Can I get a statement that is more than 6 months old on AccèsD?

A. Once you’ve registered a folio for the monthly statement of account on AccèsD, you’ll be able to get statements for all transactions made from the date you registered for the service up to 12 months.

To get statements of account from previous months, you’ll have to request them from your Caisse populaire.

Contact an advisor at your Caisse populaire.

Q. Is there a limit for money transfers made to the same recipient?

A. Yes. The money transfer limit is the maximum amount of transfers that can be done in a single day to other members. The default daily money transfer limit is $3,000 for members age 18 and up, and $1,000 for minors. Your branch can review your limit if you are a minor.