Transfer your accounts to Desjardins
Would you like to do business with the only financial institution that offers all the products and services your company needs under a single roof? It couldn't be easier. Here is how to transfer your accounts to Desjardins.
- Call the Desjardins Business centre nearest you to make an appointment with an account manager, who can meet with you at your place of business or at his office.
- Bring company financial statements for the last 3 years and an up-to-date list of accounts receivables and payables.
- Also bring a list of company investments, a copy of investment statements and company account statements for the last 6 months.
- Also bring a copy of any current credit card statements.
- You may also be asked to provide a personal balance sheet listing your assets.
Your Desjardins account manager will help you select the products and services that best suit your current business needs.