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Online brokerage features

Credential Direct online brokerage 

Our online brokerage partner, Credential Direct®, offers you lots of easy to use features. There is plenty of help on the website and friendly, experienced support representatives are available by phone when you need them.

Investing

  • Transfer funds electronically between Servus Credit Union and your Credential Direct account
  • Buy and sell stocks and options on all North American Exchanges
  • Trade stocks, options, bonds, and mutual funds online or by telephone
  • GICs and T-bills and are available by telephone

Research & tools

  • Value Analyzer provides you with a simple, intuitive view of all the key value investing metrics for a particular stock
  • Morningstar Risk-Adjusted Rating (star rating) relates the risk-adjusted performance of a fund to that of its category peers helping you easily decide which stocks to buy or sell
  • Model equity portfolios handpicked by Morningstar Analysts, give novice investors a place to start
  • Webinars on plenty on hot topics like how to build the perfect ETF portfolio or research for beginners
  • Set up investment portfolio watch lists to easily track stocks and mutual funds
  • Plenty of independent research reports

Market data

  • Real time quotes - on any North American stock
  • Review top gainers, losers and most active stocks at a glance
  • Customizable alerts deliver you the information you want to know - even when you’re not on the trading site
  • Up-to the-minute financial news
  • Mutual fund quotes on Canadian funds

Accounts

  • RRSP, RESP, TFSA, or non-registered cash settlement and margin accounts
  • Corporate accounts or other non-personal accounts
  • Easy to use performance charts to monitor how well you’re doing

Security

  • Safe and secure 128-bit encryption
  • Certified secure by VeriSign
  • Access Security Guarantee – We’ve got you covered 100%

Online brokerage is offered through Credential Direct, a division of Credential Securities Inc., operating as a separate business unit. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. ®Credential and Credential Direct are registered marks owned by Credential Financial Inc. and are used under licence.

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