Committed to your clients
Your clients matter to you. They matter to us too.
To deliver a seamless experience, Credential offers a variety of client services that complement the exceptional service you already provide your clients.
Access to investment accounts online
Clients can access their accounts online 24/7 through Credential Online for an up-to-date snapshot of their portfolio. Available account information includes transaction history, balances, holdings, and trade confirmations.
Comprehensive statements with eDelivery option
Credential statements are comprehensive yet easy-to-understand. Clients can choose to receive them in the mail, or sign up for electronic access to monthly, quarterly and annual statements and tax slips through Credential Online.
Exceptional client care
With an in-depth understanding of the wealth business, our Client Care team is well-equipped to address inquiries from your clients. Leveraging a state of the art call tracking system and skill-based call routing technology, the Client Care team delivers consistent, top-quality service.