Get secure, on-the-go access to monitor your investments with the Credential Securities mobile app.
With real-time account information at your fingertips, stay connected to your investments anytime, anywhere:
- View your account summary, holdings, performance and history
- Review and download account and tax statements
- Monitor account performance with monthly, quarterly, prior years and average annual compound rates of return and the market value at period end
- Contact your advisor or client support
Featuring a simple log in and mobile access, this app is an efficient, convenient, and transparent way for you to monitor your investments in an ever-changing market environment.
The Credential Securities app is free to download; however, you must have an active account on the Credential Securities platform to use the app.