Open a third-party account

Open a third-party account

It's simple and secure.

How to do it

  1. 1 Meet with a Desjardins advisor

    • The caisse you chose will call you in the next 24 hours to schedule an appointment.
    • When you go to the caisse, your advisor will recommend the products best suited to your situation.
  2. 2 Remember to bring:

    • 2 pieces of valid ID Help : Formal pieces of identification
    • $5, i.e., the qualifying share, which is the amount required to become a member Help : Qualifying share

Fill out the online form and then finalize the opening of your account at a Desjardins caisse.

Caisses open Saturdays

Opening a third-party account: what you need to know

By law, Desjardins must take certain steps to determine if an account is intended for use by a third party or on their behalf.

What's a third party?

A third party is a person or entity that uses an account that is not in their name. The third party gives the account holder instructions as to what transactions they want made.
Accounts on which there is a power of attorney are not third party accounts.