Get secure, on-the-go access to monitor your investments with the Credential Securities mobile app.
With real-time account information at your fingertips, stay connected to your investments anytime, anywhere:
- View your account summary, holdings, performance and history
- Review and download account and tax statements
- Monitor account performance with monthly, quarterly, prior years and average annual compound rates
of return and the market value at period end
- Contact your advisor or client support
Featuring a simple log in and mobile access, this app is an efficient, convenient, and transparent way for you to monitor your investments in an ever-changing market environment.
The Credential Securities app is free to download; however, you must have an active account on the Credential Securities platform to use the app.
Our latest update makes it even easier to monitor your accounts on the go.
- Quick, easy and secure login using Touch ID or Face ID, for seamless access to your accounts
- New page layouts give you important information at a glance
- Consolidated views provide you with easy access to additional information with a single tap
Ratings and Reviews
Orientation lock :(
Please, for those of use who use an ipad, change this to a changeable orientation! I use a horizontal orientation on all my apps for easier reading. This is the only app that doesn't allow change from vertical.
Very nice update!
Great Improvement on the app’s look & feel!
Doesn’t work 1star too many
Up to six family members will be able to use this app with Family Sharing enabled.