eServices

Make a Statement.

Get Your Trade Confirmations & Statements Online

At Credential Direct, protecting our planet is an important part of the way we do business. That’s why we’re asking all investors to sign up to receive their Trade Confirmations and Account Statements online with eServices.

Benefits

As if doing your part for the planet wasn’t enough, here are several more reasons to switch to online statements:

  • Online Record: Your account automatically keeps a record of your Trade Confirmations for two years, and your Account Statements for seven years.
  • Anywhere Access: View, print or download statements anywhere, anytime.
  • Fight Fraud: By subscribing to eServices, your personal and financial information is protected behind multiple layers of security.
  • They’re Official: Online statements look and function just like a paper statement; they can be used for tax purposes, record keeping and much more.

Online statements are just like paper statements but better. Login to your trading account and click on eServices under Accounts.

Mon to Fri:
6:00 a.m. to 5:00 p.m. Pacific Time 9:00 a.m. to 8:00 p.m. Eastern Time