Partnership Program

Gain a competitive advantage with Credential Direct®

Enhance and protect your relationship with existing clients, and attract new ones, by partnering with Credential Direct.

A comprehensive offering that includes online brokerage services eliminates the need for clients to seek out alternatives – making it difficult for competitors to forge relationships in these and other wealth services. And, by consolidating investment accounts that clients hold outside your organization, you deepen existing relationships, increasing customer loyalty and retention.

Committed to your success

Building solid relationships through reliability and collaboration, Credential Direct offers a comprehensive partnership service to financial firms looking to augment their offering with online brokerage.

We deliver unparalleled value and service through:

  • Superior Trading Experience
    A top-ranked online investment platform with trading, research and direct telephone support provided by our team of long-tenured knowledgeable investment representatives.
  • Training Support
    Access to a team of high-touch service professionals to train and assist your staff on anything from administration and form completion, to navigating the website.
  • Sales & Marketing Expertise
    Consultative services provided by leading sales and marketing experts to help seamlessly incorporate online brokerage into your offering in a way that’s efficient, cost-effective and meaningful to your client base.
  • Brand Expansion & Turn-key Collateral
    Active brand preservation strategies to extend your brand through the online brokerage channel via marketing collateral and on the Credential Direct websites. Go to market quickly and easily, using turn-key campaign materials and content to help generate awareness.

Contact us for more information on partner benefits and revenue sharing opportunities.

Credential Direct is a division of Credential Securities Inc., and operates as a separate business unit. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.