Special Offers Terms & Conditions

Move an account to Credential Direct and we’ll cover up to $150 of the transfer fees your brokerage charges.

  • To qualify for this credit you must include the promotional code 'SWITCHME' in the designated area on your application and provide Credential Direct with a copy of your broker's account statement, or other proof that may be acceptable to Credential Direct at its discretion, showing the transfer fee charge incurred within 60 days of opening your Credential Direct account. You may submit a copy of your statement charge via mail, fax or email.
  • This offer is available for every account you transfer to Credential Direct providing it has a minimum value of $25,000 which is maintained for 6 months.
  • Funds must be transferred within 30 days of account opening to qualify.
  • Minimum balance of $25,000 must be maintained for 6 months to qualify.
  • This offer is also available to clients who transfer $25,000 cumulatively across multiple accounts (ex. $20,000 TFSA + $5,000 Cash Account). However, Credential Direct will cover the transfer fee for only one account.
  • Payment of transfer-in fees will be automatically applied as a credit to each eligible account either the week of July 15 or October 15 - depending on when criteria was met.