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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.
     
     

    Get up to $3,000* with a new qualifying investment 

    Learn more

    Switch to Prospera and we’ll pay your transfer fee*

    Learn more

    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

    Request an appointment date and time


    View branch locations or find an ATM