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Average Firm

Excellent: < 4 hours

Superior Firm

Company Overview

Credential Direct is an online trading platform that makes it simple for do-it-yourself investors to take control of their investments with confidence.

At just $8.88 per trade, we make DIY trading easy and affordable, regardless of account size or activity. We’re also always ready to help you make the right move at the right time. Our platform features powerful trading tools and valuable resources, and you have access to a team of knowledgeable client service representatives.

With deep roots in the credit union system, you can rest easy knowing that you’re investing your money with a partner that cares. Our community values set us apart, and have made Credential Direct the partner of choice for Canadian credit unions and their members. Not a credit union member? Not a problem. In true cooperative fashion, our services are available to all Canadians.

Ready to become a DIY trader?

Open an account today


2017 Online Brokerage Review 2017 Mobile Brokerage Review
Score: 69% Score: 59%
Rank: 7th Rank: 4th
12 Firms Reviewed 11 Firms Reviewed
Surviscor Assessment:
Website Design
 C+
Account Services
 C-
Market Information
 A
Transaction Process
 B-
Website Resources
 C+
Commissions
 C+
Service Level Assessment
 C
Mobile Accessibility
 B+
Surviscor Assessment:
iPhone Grade
 A
iPad Grade
 B+
Android Smartphone Grade
 B-
Android Tablet Grade
 A-
Online Highlights

Credential Direct did not earn any category honours or sub-category awards in the 2017 review despite. Credential Direct offers both investors and traders equal access to robust market information, planning tools and 'model portfolios' which allow investors to choose and re-balance portfolios when and if needed.

  • Strong account customization
  • Strong fundamental, technical and market research
  • Aggressive commission schedule for all customers with no ECN fees
  • Improved service levels
Mobile Highlights
  • Responsive design
  • Pre-login information
  • Market research
Drawbacks
  • Average website usability
  • Below average account services
Drawbacks
  • Unable to set-up Icons as shortcuts
  • Lack of applications

#1 Online Brokerage Firm for Service - 2014 Surviscor Online Discount Brokerage Review


Open and transfer your account to Credential Direct and we’ll cover up to $150 of the transfer fees.

  • Apply online and enter SWITCHME in the promotional code section of your application

Terms & Conditions

  • Available to new clients or existing clients opening a new account type
  • To qualify for this credit you must include the promotional code 'SWITCHME' in the designated area on your application and provide Credential Direct with a copy of your broker's account statement, or other proof that may be acceptable to Credential Direct at its discretion, showing the transfer fee charge incurred within 60 days of opening your Credential Direct account. You may submit a copy of your statement charge via mail, fax or email.
  • One rebate of up to $150 is available to each client who opens and transfers an account to Credential Direct providing it has a minimum value of $25,000.
  • The $25,000 value can be cumulative across multiple accounts (ex. $20,000 TFSA + $5,000 Cash Account). However, Credential Direct will cover the transfer fee for only one account.
  • The Account must be maintained at Credential Direct for at least 6 months. If transferring out within 6 months, the transfer fee rebate will be clawed back.

Client Contacts:

Email: support@credentialdirect.com

Toll Free: 1.877.742.2900
Vancouver area: 604.742.2900

Service Hours:

Monday to Friday
6:00am – 5:00pm PT  |  9:00am – 8:00pm ET

Office Location:

700 - 1111 West Georgia St. Vancouver, BC  V6E 4T6




Current Rank 1
Overall Score (%) 99
Current Service Rating (%) 85
Overview:
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Current Rank 3
Overall Score (%) 71
Current Service Rating (%) 85
Overview:
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Latest Ranking Report:
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