How do I know my trade is completed?
You can view active orders by going to Trade > Pending Orders to view the status of that order or to Accounts > Account History to see the historical transactions in your account. You can also phone Credential Direct at 1 877.742.2900 to speak with an Investment Representative. A paper confirmation of a completed trade will be mailed to you the day after the order is filled. You can also check your account statement which is mailed to you after the end of the month, or available online at Accounts > Online Statements when you have a transaction in your account.