How do I open an account with Credential Direct?

There are two ways to open an account if you’re an existing client:

  • Login to your account and select ‘Open a New Account’ from the side menu
  • Apply offline if you prefer to apply using paper forms, or if you want to open a TFSA, locked-in account, RRIF, RESP, corporate or investment club account.


Whether you apply online or offline, you must send us the original application documents, any other required forms, a valid picture ID and a $10 personal cheque or Account Confirmation to open your account.


Ready to become a DIY trader?

Take control of your investing with a partner that values the same things you do.

Open an account