BRINGING YOUR SAVINGS TOGETHER IS EASIER THAN EVER!

Consolidation means to bring your savings together and it offers several advantages!

CONSOLIDATION ADVANTAGES

Lower management fees

By pooling our members’ savings, we’re able to offer you substantially lower management fees than what you’ll get on the retail market. In practice, this means you’ll have more money for your retirement, you’ll be able to benefit from it longer or even retire earlier.

Diversified, high-performance range of investments

Diversifying your investments involves spreading your money in various types of investments to reduce risks. But you don’t need to have many accounts with different providers to diversify your portfolio. With your Bâtirente group plan, you get access to a large selection of high-calibre managers to manage your savings. Consolidating your savings with Bâtirente ensures you maintain a diversified portfolio that could help mitigate losses due to market fluctuations.

A complete picture of your assets

Having all your savings with Bâtirente gives you a global overview of the total amount of your savings set aside for your retirement.

With Investor profile®, available in the secure MY ACCOUNT section and on your financial statement, you can easily see the impact of your decisions on your projected retirement income.

Online account transfer

You can benefit from an account transfer functionality available through our batirente.com website or our mobile app.

Bâtirente members who have plans at another institution can submit their account transfer request to us 100% electronically. This paperless feature also enables you to fully enjoy your group plan benefits, including advantageous pricing and a comprehensive investment offering.

SIMPLIFIED EXPERIENCE

A simplified experience, since the request is made in a digital, self-service format.

REDUCED PROCESSING TIME

Reduced processing time for your request, which can be completed in 5 minutes and forwarded almost immediately to the other financial institution (compared to an average of 10 business days for paper requests).

TRACKING OF REQUEST STATUS

Tracking of request status with automatically sent emails based on request progress, which will also display in your online account.

Steps

Create your online account. If you haven’t yet enrolled, you can do so online. You can consult the account registration procedure. Already enrolled? Go to step 2!
Access the MY ACCOUNT secure section.
In the My transactions menu, choose Transfer an account.
Enter or verify the requested information. You’ll need an account statement for the account you want to transfer. If you receive an annual statement, use that one.
Sign the transfer form. The form will be completed automatically using data already registered in the system. All you need to do is click on the button to add your electronic signature (a completely secure process).

Receiving confirmation

After completing the steps, you’ll receive a confirmation with a request number. You can track your request in the MY ACCOUNT secure section, and you’ll be sent an email each time there’s a change of status.

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