Full Service Brokerage
Introducing Credential Securities Inc.
Since 1995, Credential Securities has provided Canadian financial institutions the ability to provide a full range of investment options, including equities, mutual funds, and fixed income securities to clients.
You can deliver comprehensive solutions that fit the diverse needs of Canadian investors and help them reach their varied financial goals while Investment Advisors take advantage of leading-edge tools and services to better serve clients.
Open accounts quickly and easily
Our proprietary integrated account opening system improves efficiency of the overall sales process. Capabilities include establishing new accounts, transacting sales, auto-populating forms, and simplifying the compliance process.
Make real-time changes to client portfolios
Through Dataphile, a best-in-class web-based order management solution, you have access to real-time portfolio information and reporting. Dataphile also serves as the foundation for investor online access and is the only real-time system to offer all of the trade processing functionality required for investment advisors working within the IIROC environment.
Comprehensive custom reporting
Our proprietary infrastructure allows you to quickly compile complex client information in easy-to-access and understand reports.
Secure online access to client documents
Take advantage of reduced processing expenses and increased productivity. In addition to quick and easy access to account documents such as tax receipts and statements, online storage also offers a highly reliable and verifiable audit trail.
Credential Securities is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.