Statement Guide

A statement guide helps you to understand the information that’s reported in your statement so you can quickly and easily find out how much money you made, what kind of activity happened in your account, and more. Download the appropriate guide from the links below and be sure to contact your Credential investment professional with any questions you may have about your investment statement.

Credential Securities

Statement Guide
Understanding Rate of Return: Money Weighted vs. Time Weighted

Credential Asset Management *

Statement Guide - Credential/Nominee plans
Statement Guide - Fund Company/Client Name
How We Calculate Rates of Return (Time Weighted)

Credential Correspondent Partners
Statement Guide

*To determine the correct version to download, see the ‘Plans included in your portfolio’ on page one of your statement.