Company Overview:Founded in 2000 by Canada’s credit union system, Credential Direct serves credit union partners and a fast-growing number of non member credit union members across the country.
Headquartered in Vancouver, BC, Credential Direct is a division of Credential Securities Inc., and a member of the Credential family of companies. Credential Securities® is a member of the Canadian Investor Protection Fund (CIPF), so Credential Direct clients enjoy the benefits offered by the CIPF, which protects up to $1,000,000 of holdings per qualifying account. Credential Securities is also a member of the Investment Dealers Association.
Credential Direct provides resources for all types of self-directed investors. Whether you’re trading actively, investing for retirement, saving for a child’s education or prefer to buy-and-hold. Credential Direct offers: very competitive commissions, exception service, outstanding trading tools and research, and sophisticated easy-to-use, reliable technology.
What's New:Premium trading tools – all FREE, “Since inception” transaction history, Security Guarantee on Trades and state of the art protection from phishers and key loggers.
Recent Surviscor Awards:- #1 OVERALL Firm - Fall 2008, #1 INVESTOR Firm - Fall 2008
- #1 OVERALL Firm - Winter 2008, #1 INVESTOR Firm - Winter 2008
Recent Surviscor Top Honours:- Summer 2009 Investor Review
- Account Services - 1st
- Fall 2008 Review
- Investor Profile - Design and Help Features- #1
- Investor Profile - Market Intelligence - #1
- Investor Profile - Trading - #1
- Investor Profile - Tools and Education - #1
- Investor Profile - Commission and Fees - #3
Surviscor Commentary:Credential Direct continues to improve its online offering. Credential offers both investors and traders equal access to robust market information, planning tools as well as low commission and fees. Credential introduced 'model portfolios' recently which allow investors to choose and re-balanc portfolios when and if needed. Security measures are top notch at Credential and the new StockStream robust tool is a must see.
Customer Email Responsiveness (CER):
|
Period |
Score (Out of 100%) |
Rank |
| 2009 Rollup |
4% |
18 |
| Q4 2009 |
9% |
17 |
| Q3 2009 |
7% |
17 |
| Q2 2009 |
4% |
18 |
| Q1 2009 |
7% |
18 |