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 Qtrade Securities Inc.

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

*Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Investor. Mutual funds and other securities are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.


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