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Online services – AccèsD, AccèsD Affaires, online brokerage, full service brokerage.

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Online advisor

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.

Procedure

  1. Fill out the online appointment form.
  2. You will receive a confirmation e-mail from the Caisse.
  3. At the time of your appointment, click on the link in the confirmation e-mail.
  4. For security reasons, the advisor will contact you by phone just before your meeting.

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).

Things to do before the 1st meeting

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):

  1. Check to see if your computer meets the Web access system requirements.
  2. Install the application that will allow you to access the Web conference. See example (PDF, 929 KB)
  3. Test your browser before the conference to make sure everything works.

You will only have to follow this procedure for your 1st online meeting; you won't have to repeat these steps for future meetings.

Tips

  • We recommend using Internet Explorer for your meeting with the online advisor.
  • Make sure you give a phone number on file with your caisse when you fill out the appointment form. This will make it easier to identify you.
 
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