Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential provides our partners with a full complement of back office administration and in-branch support. We do this with a dedicated team of experts and leading-edge technology focused specifically on the needs of credit unions and their members.
Credential Asset Management Inc. is a mutual fund dealer; our Mutual Funds Investment Specialists work in partner credit unions and independent investment firms across Canada.
Credential Securities Inc. is the Canadian credit union system's preferred full-service investment dealer.
Credential Direct¨, ranked CanadaÕs #1 Independent Online Broker in 2009 allows investors and traders to take a do-it-yourself approach to investing in stocks, bonds, options, mutual funds, and fixed income securities.
Credential Insurance Services Inc. is a full-service managing general agency through which credit unions and independent wealth management firms can offer life insurance, living benefits, segregated funds, and annuities to their clients.
Credential Financial Strategies provides life insurance products, investment counseling and financial planning to nearly 1 million Canadian credit union members.
- Company Name:Credential
(View Trends)
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Headquarters: (View Map)Vancouver, British Columbia, Canada
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Financial Services
- 130248 Global Rank
- 3708 Canada
- 312 K Estimated Visits
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Direct85.51%
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Search9.66%
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Referrals3.53%
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Mail1.14%
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Social0.17%
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Display0.00%
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98.08%
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0.95%
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0.60%
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0.23%
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0.14%
- 1 K Downloads
- 7 SDKs
- 3.17 Avg. Rating
- 19 Total reviews
- App Url: https://play.google.com/store/apps/details?id=com.credential.csi
- App Support: http://credential.com
- Genre: finance
- Bundle ID: com.credential.csi
- App Size: 35.2 M
- Version: 9
- Release Date: January 27th, 2015
- Update Date: March 22nd, 2018
Description:
Get secure, on-the-go access to monitor your investments with the Credential Securities mobile app.
With real-time account information at your fingertips, stay connected to your investments anytime, anywhere:
- View your account summary, holdings, performance and history
- Review and download account and tax statements
- Monitor account performance with monthly, quarterly, prior years and average annual compound rates of return and the market value at period end
- Contact your advisor or client support
Featuring a simple log in and mobile access, this app is an efficient, convenient, and transparent way for you to monitor your investments in an ever-changing market environment.
The Credential Securities app is free to download; however, you must have an active account on the Credential Securities platform to use the app.