Credential Direct

Want to manage your own investment portfolio? One of the best self-directed accounts is available through Credential Direct®. Make your own trades, follow your own research and track your own account. You control it all. With Credential Direct®, you can:

  • trade stocks on Canadian and US exchanges
  • choose from more than 1,800 mutual funds
  • link to your 1st Choice Savings Account
  • feel secure in your investments
  • get help when you need it

Founded in 2000 by Canada's credit union system, this online brokerage service has earned numerous industry kudos. Today, they serve credit union partners and their members across Canada and a fast-growing number of non-credit union members. Credential Direct is a division of Credential Securities a member of the Aviso Wealth group of companies that administers over $50 billion of investment assets. Credential Securities® is a Member of the Canadian Investor Protection Fund (CIPF), so Credential Direct clients enjoy the benefits offered by the CIPF, which protects up to $1,000,000 of holdings. Credential Securities is also a member of the Investment Industry Regulatory Organization of Canada.

They provide resources for all types of self-directed investors. Whether you’re trading actively, investing for retirement, saving for a child’s education or prefer to buy-and-hold, Credential Direct's goal remains the same - to deliver unmatched value by offering:

  • very competitive commissions
  • exceptional service
  • outstanding trading tools and research
  • easy-to-use, reliable technology

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

®Credential Direct is a registered mark owned by Aviso Wealth Inc. and is used under license. 


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