You can open an account in any one of the following ways:

• Online: Fill out an editable form online. Then print, sign and mail it in to one of our branches. Please include a copy of a valid photo ID.
• By mail: Contact us and we will gladly mail you the required forms.
• At a Desjardins Caisse : You can open an account by visiting your local Desjardins Caisse branch.
• Montreal and Quebec City branches: Visit us at either one of out offices.

To transfer an account from another broker, either partially or entirely, you must fill out a transfer request form and send it back to us along with a copy of your most recent account statement. We will contact the other broker with your request and perform any necessary follow-ups.

DisnatClassic forms | DisnatDirect forms.

You can deposit funds to your account using one of the following methods:

• If you are a Caisse Desjardins member, you can wire funds using Accès D
• Make a deposit at your local Desjardins Caisse
• Mail in a cheque (see the Contact Us page for our mailing address)
• Transfer from your financial institution via their "bill payment" function. To transfer funds this way, you must set up your account as a "payee" on you financial institution's website. For DisnatClassic, specify "Valeurs Mobilières Desjardins" as the payee; for DisnatDirect, specify "Penson Financial". Input your full 7-character account number as the payee account. You can use this function to transfer funds to your non-registered account and also to make contributions to your RRSP. You will need to set up separate "bill payees" to specify multiple accounts.

You and your agent (the person who will be trading on your behalf) must complete a Power of Attorney form, available on our forms page. If your agent does not have an account with us, they have to fill out the form in its entirety (to provide their personal information) and submit a copy of a valid piece of photo identification.

DisnatClassic forms | DisnatDirect forms.

This type of order follows the price of a stock using a price spread, in essence tracking the price of stock as it rises or falls.

A trailing stop for a sell order sets the stop price at a defined spread below the market price. If the market price rises, the stop loss price rises by the same amount, tracking the stock, but if the stock price falls, the stop loss price remains the same. If the stock reaches the stop price, a sell order is triggered at market and filled at the prevailing market price. The reverse of this logic applies to VTSO buy orders.

VTSOs are an effective tool to let profits run in your account while cutting losses at the same time.

Example: You bought 100 shares at $10. The stock is now trading at $15. You want to protect yourself against a drop in the stock. Instead of a stop loss order at $13, you place a trailing stop with a stop spread of $2. The trigger price is calculated by subtracting the stop increment from the current price. In the order entry screen, you can click on the “trigger price” link to retrieve this information. In this example, the initial trigger price is $13. If the stock never goes higher than $15, a market order will be activated when the stock hits $13. If the stock goes to $16, the trigger price will become $14.

1. Click the right mouse button anywhere on the desktop, and then click on Properties.
2. On the Display Properties tab, click Settings.
3. In the Colours list, select the best colour setting available.
4. Move the Screen area pixel slider as far to the right as possible. Note the number of pixels.
5. In the Colours list, select the next lower setting. Move the Screen area slider to the far right and note the pixels available. Determine which setting gives you the best resolution. Remember, the more pixels, the better the resolution.
6. Select the colour setting that offers the best resolution. Click Apply. Windows will temporarily change your desktop.

If everything appears to be normal, click "Yes" when the system asks if you want to conserve these parameters. If a message pops up asking you to restart your computer, click "Yes".