Manage your account online quickly and easily with these account management features.
Assess your trading strategy by viewing and charting monthly, quarterly, annual and annual compound rates of return, plus market value for any of your accounts.
Unlike some brokers, Credential Direct offers ALL traders real-time buying power. Buying power helps you maximize your trading opportunities and represents the dollar amount available to you to purchase investments either on margin or within your cash account.
Detailed Portfolio View
We offer a detailed account summary features that gives you an at-a-glance view of all your accounts. See trade cash and settled cash, filled and pending quantities, market value and buying power for individual accounts.
Transaction History Since Inception
Save time at tax season by viewing all your transactions since account inception. Advanced filtering and sorting allows you to find transactions easily. This historical data can be exported for later use.
View a complete summary of order-fill information. We also feature a trade counter so you know the amount of trades you complete each quarter.
Online Account Maintenance
Manage your account details online, including customizable profile options and monthly statement views.
Access your account statements and documents securely online. Our eServices feature delivers your account statements and trade confirmations online. And, as an added bonus, your account will automatically keep a record of your trade confirmations for two years, and your account statements for seven years. Read all the benefits of being paperless.
Convenient Money Management
Transfer funds electronically back and forth between your trading account and any Canadian financial institution. Credential Direct is listed as a payee on many online bill payment platforms, making cash transfers even easier.