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How-to guides for active or aspiring DIY traders.

Need to know how to fix a leaky faucet? There’s a guide for that. Or how about how to survive a robot uprising. There’s even a guide for that too. With an abundance of information at our fingertips, do it yourself doesn’t mean you’re on your own.

This couldn’t be truer at Credential Direct. With us, DIY investing is not do it alone investing. We want
to make sure you get the most out of your trading experience and our new Support section is here to
help. In this section, you can search for and find answers to questions we’re asked the most in our FAQs,
or visit our new How-to Guides page for quick and easy to read guides containing helpful tips for all
levels of investors. Here’s what you can find out in our first two guides:

New Account Check List
Opening a new account with Credential Direct? Know what information you’ll need to have on hand to create an account with this handy checklist. You’ll also get an overview of the application process and timeline until you can start trading.

Staying Secure
We take great care in protecting your investments. While we employ a number of security measures to protect your accounts, check out this guide to find out what steps you can take on your end to help us  keep your information safe and secure.

We’ll be continually adding new guides, check back often to see what how-to comes out next.

Ready to become a DIY trader?

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

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