AccountPlus

AccountPlus gives you the ability to quickly and easily view your Credential® investment accounts directly on our Community First Internet Banking site.

If you have investments with any of the following, you will be able to view these investments online on your Account Summary page:

  1. Credential Asset Management Inc.
  2. Credential Qtrade Securities Inc.
  3. Qtrade Investor

This provides you with a complete online consolidated view of your Community First accounts and Credential investment accounts all one display.

Log in and get linked up Expand/Collapse

  • In order to view your Credential accounts on the Account Summary page, they must be linked first.
  • Linking of accounts is an initial one-time occurrence that takes only a few minutes to set up.  
  • Once linked, Credential accounts will display automatically, every time you log into Internet Banking.
  • Add the accounts you want to view, and remove accounts at any time.

Member Benefits Expand/Collapse

Convenience & Improved Service - Enjoy single sign-on access to your complete financial picture with Community First, including both your Community First accounts and Credential investment accounts.

Simple - Access Qtrade Investor directly from our Internet Banking site without entering another username and password to perform online trades.

Robust Information - View your current balance, holdings, and transaction details for each Credential account you hold.

FREE - AccountPlus is a value-added, complementary service to you, our members.

Frequently Asked Questions Expand/Collapse


Where do I find my Credential® client number or client ID?

Your Credential client information can be found on your Credential statement.

What internet browsers are compatible with AccountPlus?

Our provider officially supports Internet Explorer, Firefox, Safari, and Chrome. Other browsers may work, but are not officially supported.

How current are the Credential holdings being displayed on my Account Summary page?

The holdings begin displayed are live - in real time.

 

Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Credential Qtrade Securities Inc. is a Member of the Canadian Investor Protection Fund.

®Credential is a registered mark owned by Aviso Wealth Inc. and is used under license.

 

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