Credential® :: Full Services Brokerage


	Credential Securities^® Research and tools

Investment Advisors have immediate and ready access to expert research from Canaccord Capital, BellCharts, Credit Suisse First Boston, First Energy, and Desjardins Securities. They also have access to sales tools, financial planning software, a client contact management tool, and much more.

Available on the Credential^® knowledgeXchange^® extranet site, these resources make it possible for Investment Advisors to make the most appropriate portfolio recommendations to members.

Our partnership with Pinnacle Correspondent Services provides a state-of-the-art Web broker interface with real-time order entry capability. This, along with an easy-to-use account management system, allows Investment Advisors to monitor all investment holdings and their values, ensuring the highest-quality ongoing advice to clients.

Products and services:

Wealth management products and solutions

Research & tools

Back-office support services

Full support for representatives



	To learn more about registering your investment representatives to sell stocks, bonds, and other securities through Credential Securities, call us at 1.800.688.9933 or clientservices@credential.com



			To open a full service brokerage account, contact a Credential Securities Investment Advisor.