Personalized service and even more advantages
Even more advantages thanks to our new Prestige Service!
If you hold substantial assets with Desjardinsfootnote 1, you could benefit from our personalized Prestige Service.
We’ve created a new Bronze class so clients who hold assets worth $250,000 or more can benefit from a number of distinct advantages. Our Gold and Silver classes are now even better thanks to new and exclusive advantages.
See the table below for more details.
|What you get||Bronze footnote *||Silver||Gold|
|Minimum assets with Desjardins||$250,000 to $499,999||$500,000 to $999,999||$1,000,000 and more|
|Prestige service for family members (parents and children)||Not included|
|Online stock trades||$8.95||$8.95||$7.95|
|Over-the-phone stock trades||$29.95||$19.95||$15.95footnote *|
|Transfer fee refundfootnote 2||Up to $100||Up to $150||Up to $300|
|A team of experienced representatives and a dedicated phone line|
|Free access to 10 streaming quotes in real timefootnote 3||Not included||Not included||Included footnote *|
|No fees for registered or inactive accounts|
|Preferred rates for fixed-income securitiesfootnote 4||5%||10%footnote *||20%footnote *|
|Annual statement of capital gains and lossesfootnote *,footnote 5||$50||$25footnote *||$0footnote *|
|No fees for Canadian and U.S. bank transfers||Included footnote *||Included|
|Personalized alertsfootnote 5 for new issues (IPO)||Not included||Not included||Included|
|Preferred pricing for training sessions||Included||Included footnote *||Included footnote *|
|Exclusive eventsfootnote 6||Included||Included footnote *||Included footnote *|
|Administration fees waived for some transactionsfootnote 7||Not included||Not included||Included footnote *|
|Preferred lending rates||Not included||Not included||Included|
- Investable assets with Desjardins Group, including Desjardins Online Brokerage. Upon request only. Available on Disnat Classic only. You must sign up for portfolio online statements. You’ll receive your statement in your Disnat inbox. Certain conditions apply. Subject to change without prior notice.
- Maximum annual cash refund per client for assets transferred in from another financial institution. Cannot be combined with any other offer or promotion.
- Upon request after an account review. Some conditions apply.
- Discount on commission charged for telephone bond purchases only.
- Upon request.
- By invitation only.
- Certificate deposits, GIC transfers, Quebec investment savings transactions, cheque withdrawals, partial RRSP withdrawals, “in-kind” TFSA contributions.