Account Plus

Account Plus® enables Internet Banking users to access their Credential Direct, Credential Securities or Credential Asset Management accounts without entering another username and password. To link your Credential account follow these steps:

  • Login to online banking
  • Go to account services
  • Select manage investment accounts
  • Click on the Credential Direct link
  • Click on continue to Credential Direct
  • Credential Direct website will open in a new window
  • Enter your existing Credential Direct username and password
  • Click on "I Agree"
  • Logout of the Credential Direct website
  • Logout of Online Banking
  • Login to Online Banking and you will now see a new link about your Credential investments, "Go to Credential Direct"
  • Click on the link and you will seamlessly be logged into your Credential Direct account

See the FAQ here.

 

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need help?

Phone

1.800.264.2926 (North America Toll-Free)