Returns for all.
That's smart investing.

Reward yourself and your community by receiving up to $1,000*, and we’ll also donate to Boys and Girls Clubs of Canada.

Returns for all. Get up to $1,000 and we'll also donate to charity.


Offer Terms and Conditions

*Claim this offer before March 16, 2018, fund a Credential Direct account and receive free money!

  • This offer is available to new and existing clients who claim the offer between January 15 and March 16, 2018. A minimum value of $15,000, must then be transferred to Credential Direct by April 2, 2018.
  • To qualify, all investors must claim the offer and transfer assets into an eligible account. Existing investors must log in to their account and sign up for the offer on the Promotions page (accessible under Messages). New investors must enter the promotional code ‘CASH2018RSP’ when opening a new account online or contact Credential Direct to have the promotional code applied to their application.
  • On or after March 19, 2018, investors who’ve successfully signed up for the promotion will receive an email confirming their status.
  • Transfers into the account refers to the net new transfer-in of assets. Between January 15 and April 2, 2018, deposits and withdrawals must result in a net transfer-in of assets of at least $15,000.
  • This offer is also available to new and existing Credential Direct clients who transfer the minimum required assets cumulatively across multiple accounts (ex. $10,000 TFSA + $5,000 RRSP Account). However, Credential Direct will only apply one cash back offer per person.
  • The transferred balance of at least $15,000 must be maintained until July 31, 2018 to qualify.
  • Cash will be credited to qualifying investor accounts the week of August 20, 2018.
  • Cash will be credited to Boys and Girls Clubs of Canada the week of April 9, 2018.
  • Offer subject to change without notice.
  • Promotion can be combined with other offers.


†Move an account to Credential Direct and we’ll cover up to $150 of transfer fees.

  • This offer is available for every account investors transfer to Credential Direct with a minimum value of $25,000 which is maintained until July 31, 2018. Funds must be transferred within 30 days of account opening.
  • To qualify, investors must contact Credential Direct to have the promotional code “SWITCHME” applied to their application, and provide Credential Direct with a copy of their broker’s account statement, or other proof acceptable to Credential Direct at its discretion, showing the transfer fee incurred within 60 days of opening their Credential Direct account. Investors may submit a copy of their statement charge via mail, fax or email.


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