The Power of On-Line Trading. The Values of your Credit Union.
Swan Valley Credit Union offers Credential Direct as an extension to our full range of personal financial services. Credential Direct is an on-line brokerage owned by Canada’s credit unions.
Credential Direct can be accessed directly from SVCU’s website. The website clearly illustrates the seven easy steps to begin trading on-line. At any time help is available at 1-877-742-2900 or e-mail firstname.lastname@example.org.
Credential Direct offers similar products and services as the major on-line brokerages. Members receive instant price quotes for stocks and mutual funds, up to the minute financial news and research tools, as well as performance charts and portfolio tracking.
Credential Direct offers on-line access to stocks listed on Canadian or U.S. stock exchanges as well as over 1,800 mutual funds. Wide ranges of fixed income investments are also currently available by phone only at 1-877-742-2900.
Credential Direct has a wide range of account options including cash accounts, margin accounts, and registered accounts such as RRSP’s and RRIF’s. Registered accounts are only available in Canadian dollars, however all other accounts are available in both Canadian and U.S. dollars.
At Credential Direct even the most novice investor can easily learn the basics of investing as well as have access to quotes, charts, and research that will enhance our credit union member’s ability to make educated investment decisions.
For more information, visit Credential Direct
On-line brokerage is offered through Credential Direct®, a division of Credential Securities Inc., operating as a separate business unit. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member-CIPF.
® Credential Direct is a registered mark owned by Aviso Wealth Inc. and is used under license.