Secure document sharing
Security
Sharing confidential documents securely
Securely share confidential information with us through our document sharing feature or by email.
Document sharing: A secure way to share information
Need to share confidential documents with us to open an account, renew a mortgage or manage your savings? There's a quick, easy and secure way to do it thanks to our document sharing feature.
How document sharing works
Setup
If you need to share confidential documents, the person handling your file will create a document sharing zone.
A new sharing zone is created for each request.
Login and notifications
When a document sharing zone is created, you'll receive the login information by email. Whenever the person handling your file shares a document, you'll be notified, and vice versa.
Security
To keep your information secure, only you, the person who created the sharing zone and any authorized colleagues can access it.
Document sharing zones remain open until the expiration date indicated in the zone. After that, any documents in them are deleted.
How to access your document sharing zone
Check your email inbox. You should have received a confirmation email with instructions to log in to the document sharing zone.
Log in from this page
Access your document sharing zone in 3 steps by following this link.
On AccèsD
You can access your document sharing zone from a web browser or the Desjardins mobile services app.
On AccèsD Affaires
You can access a sharing zone on AccèsD Affaires from a web browser only.
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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Give the password by a method other than email
Give the password to the person handling your file over the phone, by text message or in person.
Further reading
Desjardins Identity Protection
We offer protection against fraud and identity theft 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
Make your AccèsD account more secure by following our recommendations.
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.