How to create your online account

This short tutorial is a step-by-step guide on creating your Desjardins Insurance Group Retirement Savings online account.

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July 7, 2020

Note: The information in brackets describes the audio and visual content of the video that is not dialogue or narration.

[Music]

[The Desjardins honeycomb logo appears]

[Text on screen: Desjardins]

[Text on screen: Access your Group retirement savings online account]

Narration: Access your Desjardins Insurance group retirement savings online account at any time, on the device of your choice.

Narration: Follow these few steps in order to create your online account.

[Text on screen: Create your online account]

[Search bar appears]

[Text on screen: www.dfs.ca/participant]

Narration: First, log on to www.dfs.ca/participant

[Keyboard sounds]

[Clicking sound]

[A computer screen displays the Desjardins Insurance website]

Narration: If you are using a computer or laptop, ensure the Group retirement savings tab is highlighted.

[The cursor points to the Group retirement savings tab]

Narration: You are now ready to start

[The cursor points to the "Go" button]

[Clicking sound]

[Zoom into the computer, the "Log on" page is displayed]

Narration: Click on the Register button located at the bottom of the Register section, in order to initiate

[The cursor goes to the "Register" button]

[The "Registration for online services" page appears]

Narration: the process to create your account.

[The cursor goes to the "Last Name" field]

Narration: You must enter your first and last names.

[Text on screen: "Smith" and "Nick" are entered in the "Last name" and "First name" fields]

Narration: Ensure it is the name your plan has been opened under.

[Keyboard sounds]

[Text on screen: The name changes to Nicolas]

Narration: Continue by entering your date of birth

[The cursor goes to the "Date of birth" field]

Narration: as well as your email address

[The cursor goes to the "Email" field]

[Keyboard sounds]

[The cursor goes to the "Group number" field]

Narration: Then enter your group number, which starts with the letter G,

[Text on screen: G001234]

Narration: and your participant or employee number.

[Text on screen: 0012345]

[A sample statement appears]

Narration: If you are an existing plan member, you'll find this information on your statement.

[The cursor goes to the question mark next to the "Participant number" field]

[Clicking sound]

Narration: If you're new to the plan

[Text on screen: New to the plan?]

Narration: please use your employee number or the number provided by your plan sponsor.

[Text on screen: Use your employee number or the number provided by your plan sponsor]

[We are back to the registration page]

Narration: If you already have an online account with Desjardins Insurance and want to merge your access for single sign-on,

[The cursor goes to the "Yes" button in the "Your account" section]

Narration: click "Yes" at the bottom of the screen.

[Clicking sound]

[The cursor goes to the "User ID" field]

Narration: You will then enter your user ID

[Text on screen: NicolasSmith]

Narration: and password for this account.

[The cursor goes to the "Password" field]

Narration: If you would like to see your password as you are typing it

[The cursor goes to the "Show" button beside the "Password" field]

Narration: click on the "Show" button.

[Clicking sound]

[The password appears]

Narration: Enter your mother's first name

[The cursor goes to the "What is your mother's first name?" field]

[Clicking sound]

[Text on screen: Helen]

Narration: as your security question.

[The cursor goes to the "Next" button]

Narration: Click the "Next" button.

[Clicking sound]

[Zoom into the "Your account" section of the Registration page]

Narration: If you don't have access to an online account with Desjardins Insurance or if you don't want to merge

[The cursor goes to the "No" button in the "Your account" section]

Narration: your access for single sign-on, click "No" at the bottom of the screen.

[Clicking sound]

[The cursor goes to the "Choose a user ID" field]

Narration: You will now create your user ID and password.

[Keyboard sound]

[Text on screen: NicolasSmith]

[An explanatory bubble appears]

[Text in the bubble: 5 characters and maximum of 36 characters, no special character (!,+?*’ etc.), must not contain confidential information (date of birth, etc.)]

Narration: Your user ID must have a minimum of 5 characters and no more than 36 characters. It cannot contain a space, a comma, or characters such as a plus sign, a question mark, etc.

[The cursor goes to the "Create a password" field]

Narration: Your password, on the other hand,

[Keyboard sound]

Narration: must be a minimum of 8 characters and no more than 50 characters.

[Text on screen: MontrealHome123]

Narration: It must include 3 of the following: upper case letters, lower case letters, numbers or symbols.

[An explanatory bubble appears]

[Text in the bubble: Upper case letters, Lower case letters, Numbers or symbols.]

Narration: Click on the question marks in the circles for more information.

[The cursor goes to the question mark next to the "Password reminder" field]

[Clicking sound]

[An explanatory bubble appears]

[Text in the bubble: Your password reminder is a word to help you remember your password. Must not include your selected password]

Narration: Finally, enter your mother's first name as your security question.

[The cursor goes to the "What is your mother's first name?" field]

[Text on screen: Helen]

[The cursor goes to the "Next" button]

Narration: And click the "Next" button.

[The computer displays the "Log on" page]

Narration: And that's it! You can now access your group retirement savings services and online information.

Narration: Your user ID is already pre-filled. You just have to enter your password. Then, click the "Log on" button.

[Keyboard sound]

Narration: Remember to write down your user ID and password for the next time you visit and keep it in a safe place.

[An explanatory bubble appears]

[Text in the bubble: Write down your user ID and password and keep them in a safe place.]

[Text on screen: Come back and see us!]

Narration: If your account remains inactive during a period of 24 months, your password will be deactivated.

[Text on screen: 1 800 968-3587 Monday to Friday, 8 am to 8 pm, ET]

Narration: If at any time you need assistance to log in or have questions about your online account, don't hesitate to call us.

[Desjardins jingle]

[Desjardins logo]

END OF TRANSCRIPT

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