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HomeWhy Disnat Open an Account DisnatDirect Forms




*Conditions


open a disnatDirect account

Opening a DisnatDirect account is fast and simple:

1. Download, complete and sign the account application form.

2. Download, print, complete and sign any supplementary documents, if required.

3. According to the type of account(s) you wish to open, attach the following documents:

  • A legible photocopy of your valid driver's license (both sides) or passport
  • A minimum initial deposit of $15,000 or more. If your initial deposit is a part of a transfer-in, please attach a personal cheque of $10 or more, made out to "Desjardins Securities" , to be deposited to your DisnatDirect account.
  • Any additional document that would be required to open your account.

Important:
Please ensure that you complete and sign all forms.
DisnatDirect reserves the right to refuse any transaction placed on American over-the-counter markets (ie: OTCBB). If you would like more details regarding this policy, please contact our Client Service department at 514-842-4324 or 1-866-842-4324.

4. Mail all documents to:

DisnatDirect
2020 University, 9th Floor
Montreal, QC  H3A 2A5

If you have any questions, please contact a DisnatDirect Client Service Representative:

514-842-0582 or 1-877-842-0582

 

 

Disnatdirect Forms
 
 
The forms below are used to open a new account as well as to update existing DisnatDirect accounts. These are in PDF format, which can be opened with Acrobat Reader, a free software available from Adobe.
 
 
ACCOUNT APPLICATION
Margin Account Application Form & Account Agreements (DD201)
Use this form to open or update an account.
 
 
REGISTERED PLANS
RRSP (VD217)
RRIF (VD255)
LIRA (VD217B)
LIF(VD255A)
 
 
JOINT ACCOUNTS
Margin Account Application Form & Account Agreement (DD201)
Joint Account Agreement (DD207): Each account holder must complete this form.
 
 
CORPORATE ACCOUNTS
Margin Account Application Form & Account Agreement (DD201): Please enter information about the corporation and not the shareholder
Corporation Resolution, Liability of Sole Owner of a Corporation & Treaty Statement

Identification of Beneficial Owners (DD262A &/or DD262B) (Must be competed by each shareholder)
Company charter and by-laws
For each shareholder: A legible, double-sided photocopy of an eligible and unexpired photo identification.

To add an external power of attorney:
Corporation Resolution Attorney
Verification of Identity (DD262C)
 
 
ACCOUNT TRANSFER FORMS (Please include a copy of your last account statement)
* If you transfer your account from DisnatClassic to DisnatDirect, please note that the average costs of positions currently displayed on the Disnat website will not be transferred to the new platform. We suggest that you make note of these in order to communicate them to the DisnatDirect team, which can make the appropriate adjustments in your new account.
Non-registered account transfer to DisnatDirect (DD208)
Registered account transferred to DisnatDirect (T2033)
 
 
OTHER FORMS
Modification of direct deposit instructions
Power of Attorney Form (DD204)
The attorney must attach a photocopy of an valid, unexpired photo identification.
RRSP Withdrawal Request
 
 

For all other account types or if you have any questions, please contact one of our Client Service Representatives at 514-842-0582 / 1-877-842-0582, or by email: info@disnatdirect.com

 
 
 
 

  Desjardins.com