DFSIN Advisors

Contracting with Desjardins is done through APEXA and requires that links be created between all implicated tiers:

  • The advisor
  • The corporation (when applicable)
  • The cluster
  • The insurer (DFS, in this case)

These links are created through APEXA contracts between two or more tiers. This process implies several tasks:

  • Creating your APEXA advisor and/or corporate (if applicable) profiles
  • Requesting contracts to create a link between you and your corporation (if applicable) and your DFSIN cluster
  • Completing and signing the DFS contract kit

Open the tab appropriate to your situation to view your tasks and job-aids to complete them.

Non-incorporated advisor

01 – Creating your APEXA advisor profile

Should you not already have an APEXA advisor profile, your DFSIN cluster will request an APEXA invitation email to be sent to you.

Use this job-aid to create your APEXA advisor profile.

02 – Requesting a contract between you and your DFSIN/SFL cluster

Once you have an APEXA advisor profile, request a contract to create the link between you and your DFSIN cluster.

Use this job-aid to request a contract.

03 – Completing and signing the DFS contract kit

Once the link between you and your DFSIN cluster is created, the cluster will request a contract to create the link between you and DFS. Once DFS accepts this contract request, you will receive an email from notifications@apexa.ca to complete and sign the contract kit.

Use this job-aid to complete and sign your contract kit.