Account Opening

Open an Account Online

• In just 20 minutes for some accounts (non-registered, RRSP, TFSA and FHSA)
• No paper, no postal delays using your electronic signature

Place Trades for Yourself

Securities

• Stocks / options
• Bonds
• Funds
• ETFs

Accounts

• Non-registered
• RRSP
• TFSA
• FHSA
• RESP
• LIRA
• RRIF
• LIF

Eligibility

1. Be over 18 years old
2. Reside in Canada
3. Have investment knowledge

• Your social insurance number
• A personalized void cheque Help

  Only PDF, PNG and JPEG documents are accepted.

• A legible copy of 2 valid and authentic supporting documents in order to proceed with identity verification Help

  Only PDF, PNG and JPEG documents are accepted.

• Why must I provide my personal information?

  Why must I provide my personal information?

  We are required to ask you some personal information in order to meet the requirements set by legislation or federal or provincial regulations or other regulatory authorities, which may require access to personal information about you, to use or disclose these.

• Am I considered a Canadian resident?

  Am I considered a Canadian resident?

  Caution: Persons who meet the Canada Revenue Agency's definition of "Canadian resident" but who reside outside of Canada may be subject to securities laws and regulations that entail restrictions with regard to opening an account.

  A Canadian resident is a Canadian citizen residing in Canada or who is not ordinarily resident in Canada but is part of the following class of persons:

  • a) A Canadian citizen residing outside Canada primarily as a functions of full time employment by a legal person, where:
    • (i) more than fifty percent of the shares with voting rights are beneficially owned by Canadian residents as defined in paragraph a) or c) of this definition, or which control or direction is exercised by such Canadian residents,
    • (ii) a majority of the directors are Canadian residents as defined in paragraph a) or c) of this definition,
    • (iii) they are a subsidiary of a corporation referred to in subparagraph (i) or (ii);
  • b) A Canadian citizen who is a full time employee of an international association or organization of which Canada is a member;
  • c) A Canadian citizen who ordinarily resided in Canada on the date of their 60th birthday and who lives outside Canada for less than ten consecutive years.
• Can American citizens open an account at Desjardins Online Brokerage?

  Can American citizens open an account at Desjardins Online Brokerage?

  Desjardins Online Brokerage may offer its services to US citizens, provided that they are Canadian residents. If this situation applies to you, you must complete a "Request for Taxpayer Identification Number and Certification (W-9)" form found at www.disnat.com/forms - This link will open in a new window..

• I am using Apple Safari, how can I accept cookies so that I can electronically sign my request?

  I am using Apple Safari, how can I accept cookies so that I can electronically sign my request?

  • On your Mac, select Safari > Preferences click Privacy, then unselect "Prevent cross-site tracking".
  • On your iPad or iPhone, go to Settings > select Safari then at Privacy & security unselect "Prevent cross-site tracking".