Credential Accounts

It's easy to view your Credential accounts online; all you need is your client number, which you'll find on your Credential statement. Once you're set up, you can view both your account details and account history.

You'll be able to link and view these accounts:

  • Credential Asset Management Inc.
  • Credential Securities Inc.
  • Credential Direct®

Please note, you can only view your accounts. If you'd like to change your investments, contact your Credential advisor. 

If you're a Credential Direct user, you'll be able to view your Credential Direct accounts once you're logged into online banking. You'll also be able to link to the Credential Direct site.   

Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct®, a division of Credential Securities Inc., which operates as a separate business unit. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Credential and Credential Direct are registered marks owned by Credential Financial Inc. and are used under licence.


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