Your Investment Accounts

View your accounts with Credential Asset Management, Credential Securities Inc., or Credential Direct® on MemberDirect.

All you have to do is:

  • Log into Member Direct®
  • In the Accounts Summary area find Partner Accounts
  • Click on Link a partner account on the right side of the Partner Accounts column
  • Choose the investment account(s) you want to link and follow the instructions
  • Once they have been linked they will show up under your Account Summary
Wealth Management