Transferring money between your accounts on AccèsD

Transferring money between your accounts on AccèsD (3 min 16 s)

Added on July 19, 2023

Description
This tutorial shows you how to transfer money between your accounts on AccèsD online.

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Transferring money between your accounts on AccèsD (3 min 16 s)

Added on July 19, 2023 | Personal

Note: The information between brackets describes the visual and audio content of the video that is not dialogue or narration.

[On-screen text: Transferring money between your accounts on AccèsD]

Narrator: With AccèsD, you can transfer money between your accounts in just a few easy and secure steps.

[We see a woman typing on her computer keyboard.]

Narrator: Whether you're using your computer or mobile device, AccèsD lets you transfer money quickly and at any time, from one account to another.

[The Desjardins home page appears.]

[On-screen text: Committed. Connected.]

Narrator: Start by going to Desjardins.com.

Click Log in at the top right of the screen.

[A green circle appears around the Log in button. A cursor clicks it, and a drop-down menu appears.]

Narrator: A dropdown menu will appear. In the top right, click the Go button next to AccèsD.

Enter your username and password, then click Log in.

[The 2-step verification page appears.]

Narrator: To confirm your identity, select the verification method you prefer:

1: Notification

2: Text message

If you want to use another verification method, click Alternative methods.

This step is to make sure that only you can access your account.

Click Continue.

[A couple appears. The man is doing the dishes and the woman is typing on her computer keyboard. She grabs her phone.]

Narrator: We'll send you a one-time security code according to the method you selected.

[The Security code page appears.]

Narrator: Enter the security code and click Continue.

[A member's personal home page appears.]

Narrator: Once you're logged in, click the Transfers button in the top right corner of your screen.

Next, click Transfers between accounts.

A new window will open, where you'll see your list of accounts and credit cards.

You can choose to make a transfer right away by clicking the Now tab in the top left corner.

Choose the account you want to transfer from, in the From column on the left.

Select the account you want to transfer the money to, in the To column.

Enter the transfer amount in the Amount box in the bottom left-hand corner of the window.

Confirm the transfer by clicking OK.

[The Transfers between accounts tab appears.]

Narrator: Check the information you entered one last time, then click Confirm, Modify or Cancel.

The transfer has now been registered, and the money is being transferred directly from one account to the other!

[The Transfers between accounts tab appears.]

Narrator: To set up a transfer for a later date, simply click the Later tab.

As you would when transferring money now, choose the account you're transferring from, the account you're transferring to, and the amount.

Select the frequency: Once, daily, weekly, etc.

Select the transfer date.

Review the information you entered and click OK or Erase.

[A couple looking at their computer screen taking notes appears.]

Narrator: And there you have it! You now know how to securely transfer money between your accounts on AccèsD.

[On-screen text: Contact your caisse or call 1-800-CAISSES]

Narrator: If you have questions, please call Desjardins at 1-800-224-7737.

[On-screen text: Supporting you is our priority.]

[On-screen logo: Desjardins Logo]

[Background music: Desjardins jingle]

END OF TRANSCRIPT