Ask the online advisor any financial question, in the comfort of your own home. You can even use your webcam!
See the list of online advisors.
The procedure will be explained in the confirmation e-mail you receive from the Caisse.
Please note that you will never be asked to provide your Desjardins Access Card number and personal identification number (PIN).
Before your 1st meeting with the online advisor, complete the following set-up steps (please note the client program should take about 10 minutes to install):
You will only have to follow this procedure for your 1st online meeting; you won't have to repeat these steps for future meetings.
The information provided here is for demonstration purposes only, and is not a substitute for professional advice.
Before making investment decisions, you are advised to speak with your caisse advisor or your account manager at a Desjardins Business centre.
The information contained in this section should in no way be considered as advice or a recommendation by Desjardins Securities Inc. or Disnat.