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General Frequently Asked Questions
Check out the other pages in our education section to learn about the different types of investments, the markets and for a glossary of popular investment terms.
Accounts at Credential Direct are entirely self-directed, so you are your own broker. We do, however, provide assistance on how to use our trading platform and tools research.
Visit the Research & Tools section of our site for a list of tools available to every investor – absolutely free!
Start by completing an online application and mailing in your new account documents. As soon as you hit submit, you can log in to Credential Direct and check out our tools and research. Once your account application has been received and processed by us, we’ll notify you by email that your account is ready for trading. If you did not provide an email address with your application, you must contact us by phone for access.
Your Credential Direct trading account gives you the flexibility to buy stocks, bonds, mutual funds, options, GICs and other money market instruments. We don’t offer commodities or futures trading at this time.
Currently, we don’t offer access to these markets.
Credential Direct is a division of Credential Securities Inc., which is a member of the Canadian Investor Protection Fund (CIPF). Through this CIPF membership, your accounts are protected for up to $1,000,000 of holdings per qualifying account. For the terms of this protection, please visit the CIPF website.
For the most accurate and timely information, we recommend that you contact us directly. Our investment representatives can answer all your questions.
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Once your application is complete, you'll be asked to print, sign and mail in some documents and a personal cheque for $10 ($2,000 for margin and options accounts).
Once your account application has been received and processed by us, we’ll notify you by email that your account is ready for trading. If you did not provide an email address with your application, you must contact us by phone for access.