At Bâtirente, we’re focused on providing solutions tailored to your needs and your retirement savings projects. What’s more, we know that you need information and practical tips to optimize your savings, reach your retirement goals or even be prepared to deal with life events. That’s why we’re constantly improving our range of online services. Discover them now on the MY ACCOUNT secure section!
Retirement income simulator
Still in this secure section, the On Target Retirement® tool shows you at a glance the impact of your current financial decisions on your projected retirement income. You’ll be guided with personalized recommendations for achieving your retirement goal. By trying out different scenarios, you can immediately see the effect of a contribution increase, a change in planned retirement age and addition of other savings on your retirement target. Have you tried it yet? Find out how!
Your investor profile online
To achieve your retirement savings goals with complete peace of mind, your investment instructions need to match your investor profile. In fact, the way you choose to invest your contributions has to reflect your personal situation and your risk tolerance level. Thanks to the Investor profile questionnaire available here, you’ll be able to determine your risk tolerance level and be better equipped to choose your investment instructions. What do you think your profile is?
Online account transfer, easier than ever
You can take advantage of the account transfer feature available in the MY ACCOUNT secure section of the website or through the Bâtirente mobile app.
If you have one or more plans at another institution, you can now submit your account transfer application electronically. This allows you to make the most of your Bâtirente plan, including advantageous pricing and access to diversified, solid, high-performing funds.
With this feature, you can complete and submit your request in just 5 minutes and track its progress—compared to a 10-business-day turnaround for paper applications. You’ll also receive automatic email notifications to keep you informed of your application status.
Want to get started? Go to the My transactions menu, click on Transfer an account, and follow the steps. For online help, contact one of our Member Services Centre agents at 1-800-463-6984, Monday to Friday, from 8 am to 8 pm.
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