Bringing your savings together is easier than ever!

Consolidation benefits

 

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.

Access to a 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 On target retirement® available in the secure section and quarterly financial statements, a member can immediately see the impact of their decisions on their projected retirement income. Your financial statement makes it a breeze for you to see the impact of your decisions on your projected income in retirement.

Online account transfer

You can now 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 now 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

The request 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

With automatically sent emails based on request progress, which will also display in your online account.

Steps

  1. 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!
  2. Access the secure section.
  3. In the My transactions menu, choose Transfer an account.
  4. Enter or verify the information requested. You’ll need a statement of the account to be transferred in order to proceed. If you normally receive an annual statement, use that.
  5. 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 confirmation with a request number. You can track your request in the secure section, and you’ll be sent an email each time there’s a change of status.

® Registered trademark owned by Desjardins Financial Security Life Assurance Company.

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