Contact us now: Phone: +3556969696

Online Experience Signal Customer Service Signal Mobile Experience Signal

Average Firm

Poor: > 1 day

Average Firm

Company Overview

Credential Direct is a top ranked online investment service provider with a comprehensive service offering that includes a slick investing platform with trading, research and direct telephone support provided by our team of long-tenured knowledgeable investment representatives.

To help self-guided investors make informed decisions, the easy to use investing platform features a roster of complimentary tools including Technical Analysis powered by Recognia, and equity research and stock pick lists from Morningstar.

Credential Direct’s Education Section offers clients and curious prospective traders full access to webinar recordings, demos and tutorials to learn the basics and fundamentals of online trading including the latest investment products, trends and techniques.

At Credential Direct, there are no lofty account or trade minimums, or hidden fees. Just low, flat fees for everyone!

What's New

Credential Direct’s new trading site features a modern design and intuitive interface. Vertical left-hand menus improves navigation, especially for tablet users. A streamlined account summary page makes it easy to understand your overall investments.

Watch our New Trading Site Tour for look at these new features.

Want to learn more? Or ready to get started? We now offer LIVE Online sessions showing investors how to get started with Credential Direct. 


2016 Online Brokerage Review 2015 Mobile Brokerage Review
Score: 69% Score: 25%
Rank: 8th Rank: 8th
13 Firms Reviewed 11 Firms Reviewed
Surviscor Assessment:
Website Design
 C+
Account Services
 D+
Market Information
 A-
Transaction Process
 C+
Website Resources
 C
Commissions
 C
Service Level Assessment
 D-
Mobile Accessibility
 A+
Surviscor Assessment:
iPhone Grade
 B-
iPad Grade
 No solution
Android Smartphone Grade
 C+
Android Tablet Grade
 No solution
Blackberry Touchscreen Grade
 C+
Online Highlights

Credential Direct dropped in the 2016 review despite some good enhancements to the equity trading process. Credential Direct offers both investors and traders equal access to robust market information, planning tools and 'model portfolios' which allow investors to choose and re-balance portfolios when and if needed.

  • Strong account customization
  • Strong fundamental, technical and market research
  • Aggressive commission schedule for all customers with no ECN fees
Mobile Highlights
  • Browser-based solutions
  • Automatic mobile adjustment
  • Options trading
  • Mutual Funds trading
Drawbacks
  • Service Levels dipped in 2016
  • Below average account services
Drawbacks
  • Unable to set-up Icons as shortcuts
  • Limited supporting resources

#1 Online Brokerage Firm for Service - 2014 Surviscor Online Discount Brokerage Review


In addition to already low fees, we’re pleased to offer you the following exclusive offers.

Transfer for Free

Transfer your account of $25,000 or more to Credential Direct and we’ll cover up to $150 of the transfer fees your brokerage charges. 

  • New clients: Apply online and enter SWITCHME in the promotional code section of your application
  • Existing clients: Call 1.877.742.2900 to apply for this offer and reference the SWITCHME promo code. 

View offer Terms & Conditions.

 

50% off Trend Micro™ Products

We’ve partnered with Trend Micro to offer our traders 50% off Trend Micro Titanium Internet Security and other state-of-the-art security software. Just enter 'TrendCF' in the promotional box provided at check out.


  • Credential Direct Fees and Commissions

Mailing Address:

Credential Direct
700 - 1111 West Georgia Street
Vancouver, BC V6E 4T6

Contact Numbers:

1.877.742.2900 toll free in Canada

Hours of Operation:

Monday-Friday: 6:00 AM to 5:00 PM PT (9:00AM to 8:00PM ET)




Current Rank 1
Overall Score (%) 99
Current Service Rating (%) 85
Overview:
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Current Rank 3
Overall Score (%) 71
Current Service Rating (%) 85
Overview:
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Latest Ranking Report:
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