Frequently asked questions

The quickest way to find answers to your questions is to check out our online resources.

Opening an account

All Canadian citizens or residents aged 18 or over can open an account at Desjardins Online Brokerage. Unfortunately, we cannot open an account for non-residents.

Choose from the following methods:

  • Online: Complete the in less than 20 minutes, paperless and without postage delays, using your electronic signature. Certain types of accounts will require the forms to be mailed in. This will be specifically mentioned in the account opening process. Adding accounts (US currency, RRSP, TFSA, Options) for existing customers are done through the same process. In the online form, select Add an account to your existing customer number and follow the process. Please note that new accounts will only appear online once they are opened. It may take a few days. Once opened, you must request (if applicable) the transfer of your positions.
  • In a Desjardins caisse: Contact your Desjardins caisse to make an appointment. An advisor from this establishment will be happy to open an account for you.

Once your forms have been completed, you should generally allow 48 hours before receiving your temporary password, which will allow you to access your account.

As an initial deposit, a cheque or transfer of at least CAD 1,000 is required to open an account. Cheques should be made payable to Desjardins Online Brokerage.

No, we only accept original documents duly signed.

Account management

To transfer part of your account at another institution or the entire account, you must fill out one of the transfer request forms listed and send it to us. You’ll also need to attach a copy of your most recent account statement using this form. We’ll forward your request to the other institution and ensure the transfer is completed.

  • For a non-registered account transfer, use the D208 form.
  • For a registered account transfer, use the VD212 form.

See forms

Transfer times may vary depending on the institution and the investments being transferred.

The times listed are approximate and for information purposes only. During peak periods, transfers may take longer than expected to be completed. Missing or incomplete documents can also cause delays.

Within Desjardins:

  • Your caisse: 3 to 10 business days
  • Desjardins Insurance or Desjardins Financial Security: 20 business days

Brokers using the ATON system: 5 to 10 business days

Banks: 10 to 15 business days

Other institutions: 30 to 60 business days

Simply sign the back side of the certificate, indicate your account number and send it to the address below, by registered mail. Certain fees apply. For details, see the fee schedules for the Disnat Classic and Disnat Direct platforms.

Desjardins Online Brokerage
1170 Peel Street, Suite 105
Montréal, QC
H3B 0A9

You can request share certificates by email or by telephone. See the Contact Us page for our contact information. Applicable fees are deducted directly from your account.

Your statements are available online. You can access them by logging into your account on disnat.com, in the Documents section.
Please note that the account statement is produced quarterly when no transactions or operations have been made during a month.
Fees may apply if you wish to receive these by mail.

Yes. In the event your broker goes bankrupt, the CIPF (Canadian Investor Protection Fund) ensures your cash and securities within defined limits. Visit the CIPF website This link will open in a new tab.  for details.

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