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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 $10,000 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 514-842-0582 or 1-877-842-0582 .

4. Keep a copy of all completed forms for your records.

5. 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 ACCOUNTS
RRSP Application (DD217)
Retirement Income Fund (DD255)
LOCKED-IN REGISTERED ACCOUNTS
Locked-in Retirement Account (DD217)
 +  Addendum (according to juridiction) Section(s) to complete (*mandatory)
  Federal: VD217FED 15 & 16*
  Quebec: VD217QC 18*
  Alberta: AB Form 1 Page 1
  British Columbia: VD217BC 21*
  Ontario: VD217ONT 15
  New Brunswick: VD217NB 18
Life Income Fund (DD255)
 +  Addendum (according to juridiction) Section(s) to complete (*mandatory)  +  Spouse's consent
  Federal: VD255FED 17 & 18*                -
  Quebec: VD255QC 19*                -
  Alberta: AB Form 2

Page 1

   AB Form 6
  British Columbia: VD255BC 30* & 31*   BC Form 3
  Ontario: VD255ONT 26, 27* & 28*   Page 4 of addendum VD255ONT
  New Brunswick: VD255NB 26                -
 + 

For a purchasers under the age of 54:

  1. VD2013 Declaration of the purchaser
  2. VD2016 Declaration of the purchaser when transferring sums to a life income fund
  3. VD2017 Purchaser commitment
 
 
JOINT ACCOUNTS
Margin Account Application Form & Account Agreement (DD201)
Joint Account Agreement (DD207): Each account holder must complete this form.
 
 
CORPORATE ACCOUNT - Sole ownership
Please note that corporate accounts must be associated with a personal account. Please complete form DD201 regarding a personal account opening and include it with the following documents:
  1. DD201 - Margin Account Application Form & Account Agreement (please enter information about the corporation and not the shareholder)
  2. DD238 - Liability of Sole Owner of a Corporation
  3. DD239 - Corporation Resolution
  4. VD2052 - To be completed when the person authorized to trade is an administrator of the corporation but not the sole owner.
  5. DD262A &/or DD262B + DD262C + DD262D
  6. VD124 - Treaty Statement
  7. Corporate charter (articles of incorporation) and by-laws
  8. For each administrator (all persons who appear on corporate resolution DD239 and DD262C): A legible, double-sided photocopy of an eligible and unexpired photo identification.
  9. Void sample cheque from the corporation
     
  10. To add an external power of attorney:
    DD240 - Corporation Resolution Attorney
CORPORATE ACCOUNT - More than one sharholder
Please note that corporate accounts must be associated with a personal account. Please complete form DD201 regarding a personal account opening and include it with the following documents:
  1. DD201 - Margin Account Application Form & Account Agreement (please enter information about the corporation and not the shareholder)
  2. DD239 - Corporation Resolution
  3. VD2052 - To be completed when the person authorized to trade is an administrator of the corporation but does not own more than 10%.
  4. DD262A &/or DD262B + DD262C + DD262D (DD262C must be completed by each shareholder with over 10% ownership)
  5. VD124 - Treaty Statement
  6. Corporate charter (articles of incorporation) and by-laws
  7. For each administrator (all persons who appear on corporate resolution DD239 and DD262C): A legible, double-sided photocopy of an eligible and unexpired photo identification.
  8. Void sample cheque from the corporation
     
  9. To add an external power of attorney:
    DD240 - Corporation Resolution Attorney
 
 
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
Accounts Used by or for the Benefit of a Third Party (VD2051)
 
 

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
 
 
 

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