How can I avoid the $25 quarterly administration fee?

To avoid quarterly administration fees, please ensure you meet at least one of the following criteria:

  • You have at least $15,000 in your collective accounts OR
  • You have set up a pre authorized contribution (PAC) of at least $100 per month OR
  • You have completed at least two trades during the quarter

This fee does not apply to clients who have had their Credential Direct account for less than six months.

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