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 documentsHow 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
- Make sure you received an email to confirm that your advisor has created the document sharing zone.
- Log in to AccèsD on a web browser. You can't access the document sharing feature in the mobile app.
- Select Statements and documents.
- Under More options, select Document sharing.
- Under Document sharing zones, find the relevant zone and select View message.
Some information should never be shared, even in a secure environment. This includes:
- Passwords
- Answers to security questions
- PINs (personal identification numbers)
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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.
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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)
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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.
How we protect your personal information
Learn about the practices and measures we have in place to protect the privacy of your information.
Security section on AccèsD
Strengthen the security of your AccèsD account with our protection tools.
FAQ – Document sharing
Accessing the document sharing feature
Viewing and sending documents
- 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.