|Online Experience Signal||Customer Service Signal||Mobile Experience Signal|
Excellent: < 4 hours
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?
The Credential Direct site has a new look that gives you a simple and personalized experience to help you build your financial future with confidence.
Our easy to navigate and design friendly platform provides you with the right tools at your fingertips, providing reliable information when you want it. Based on your trading experience, you’ll receive a personalized experience that guides you to the resources that are most relevant to you.
Do-it-yourself doesn’t mean you’re on your own. Visit our enhanced knowledge and support centres, along with our blog, The Ticker, for investing know-how along with helpful tips and strategies for traders of all levels.
|2017 Online Brokerage Review||2017 Mobile Brokerage Review|
|12 Firms Reviewed||11 Firms Reviewed|
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.
#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.
- Meet do-it-yourself traders of all levels and see how Credential Direct is designed for you
- Ready to take control of your investing? Open an account
- Open an account offline
- View our powerful platform features
- Explore transparent pricing
- Get the most out of your Credential Direct trading experience with our knowledge centre
- DIY doesn’t mean you’re on your own, our support centre is here to help