Credential Direct was designed with credit unions and their members in mind. Benefits of a partnership with Credential Direct include:
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Integrated wealth management offering. Credential Direct helps our partners provide access to a full complement of wealth management services. |
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Client retention. Credential Direct eliminates the need for our partners' clients to turn to competitor companies for online brokerage services. |
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Asset consolidation. Credential Direct gives partners an opportunity to consolidate client investment accounts. |
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Branding. A seamless link between Credential Direct and each partner's Web site and home-banking interfaces maintains brand integrity, providing investors with easy access to an important trading service. |
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Cost-effectiveness. We can deliver integrated online brokerage services more effectively and efficiently than an individual partners operating on its own. |
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Reliable infrastructure. Credential Direct integrates the state-of-the-art service bureau and back-office systems used by some of the largest firms in Canada. We were the first online firm to use the Dataphile brokerage platform, which provides account information to investors. Trading services are provided via our top-ranked Web site as well as through direct telephone access to our Investment Representatives. |
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In-branch support. We provide training to branch staff to familiarize them with the Credential Direct Web site, forms, and administrative processes. |
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