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Aviso eStatements
Personal investing

Set up online statements for your investments

Register to enjoy reliable and secure access to information about your investments anywhere and anytime

Make the switch to eServices and enjoy online statements


Get secure access to your Credential investment portfolio with eServices and online statements. Enjoy 24/7 access to your investment performance and keep track of your RRSP contribution, ensuring you remain well-informed about your financial growth.

Great reasons to switch

Performance
Review performance by month, quarter or year
View eStatement
View your RRSP contributions for the current and previous periods
Secure eStatements
Secure access to your statements
Save paper
Save paper and contribute to the protection of the environment

Register for Credential Online

For Credential Securities clients


  1. Begin the self-registration process
  2. Enter your email address, first name and last name
  3. Verify your email address with the confirmation code and create a password
  4. Enter your account number, fill in the missing digits of your social insurance number, date of birth and your advisor’s name


Start self-registration

*Note: you can find your account number and advisor's name on your previous statement.

For Credential Asset Management clients


  1. Begin the self-registration process
  2. Enter your email address, first name and last name
  3. Verify your email address with the confirmation code and create a password
  4. Enter your account number, fill in the missing digits of your social insurance number, date of birth and your advisor’s name


Start self-registration

*Note: you can find your account number and advisor's name on your previous statement.
 
Once you’ve registered, sign up for eServices and go paperless with these simple steps:

  1. Log in to Credential Online
  2. Select eServices on the left navigation bar
  3. Click on the Settings tab
  4. Switch each of your documents to eServices as needed


Credential Asset Management Client Login Credential Securities Client Login

Note: Even if you don’t register for eServices, you will still have access to view and download your account statements and tax documents online.
 

How to reach us

Call our Member Service Centre

Toll free
1 888 440 4480

Monday to Friday
8 am - 8 pm

Saturday 9 am - 5 pm

Contact tech support
Send us an email

Fill out our contact form

Meet online or in person

Book an appointment


View branch locations or find an ATM

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Qtrade Guided Portfolios is a division of Aviso Financial Inc.

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.