Secure document sharing

Security

Sharing confidential documents securely

See how to securely share confidential information with us using our document sharing feature or by email.

Document sharing: A secure way to share information

Need to share confidential documents with your advisor to open an account, renew a mortgage or manage your savings?

There's a quick, easy and secure way to do it: using our document sharing feature. It's available to individual members on AccèsD. To access it, simply log in to AccèsD on a browser.

What if you don't use AccèsD or are a business member?

Follow our tips for protecting confidential information that you need to share with your advisor by email.

Learn how to secure your documents

How document sharing works

Setup

If you need to share confidential documents, your advisor will create a document sharing zone.

A new sharing zone will be created each time.

Notifications

You'll receive an email when the document sharing zone is created and each time your advisor adds a document.

Your advisor will receive an email when you add a document.

Security

To ensure the security of your information, only you and the advisor who created the document sharing zone can access it.

Document sharing zones remain open for 30 days. After that, any documents in them are deleted.

How to access a document sharing zone

  1. Make sure you received an email to confirm that your advisor has created the document sharing zone.
  2. Log in to AccèsD on a web browser. You can't access the document sharing feature in the mobile app.
  3. Select Statements and documents.
  4. Under More options, select Document sharing.
  5. Under Document sharing zones, find the relevant zone and select View message.

Viewing documents received

  • In the View documents section, download the documents

Be sure to save a copy for your records because document sharing zones are only accessible for 30 days.

Sharing documents

  • In the Share documents section, select Add document, then select the documents you want to share
  • Make sure the right documents appear under Document name
  • Select Share

Never share your login information

Some information should never be shared, even in a secure environment. This includes:

  • Passwords
  • Answers to security questions
  • PINs (personal identification numbers)

Sending confidential documents by email

For now, the document sharing feature is only available to individual members who use AccèsD. If you don't have access to it, here's how to protect confidential information you need to send by email.

  1. Protect your documents with a password

    Use software like WinZip or 7-Zip to put all your confidential documents in one file and lock it with a password.

  2. Choose a strong password

    Your password must be:

    • Hard to guess
    • Made up of at least 8 characters
    • Unique (different from your other passwords and usernames)

  3. Send the password by a method other than email

    Send the password to your advisor by phone, text message or in person.

Further reading

Desjardins Identity Protection

This protection against fraud and identity theft is offered to all our members and clients.

Discover Desjardins Identity Protection

How we protect your personal information

Learn about the practices and measures we have in place to protect the privacy of your information.

See our Privacy Policy

Security section on AccèsD

Strengthen the security of your AccèsD account with our protection tools.

Learn more about the Security section

FAQ – Document sharing

Accessing the document sharing feature

Viewing and sending documents

  1. For now, the document sharing feature is available to individual members who use AccèsD and non-members who are acting as an attorney or mandatary and therefore have a Desjardins Access Card.