Online Brokerage Features

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

Investing

  • Easy electronic transfer of funds between Bow Valley Credit Union and your Credential Direct account
  • Buy and sell stocks and options on all North American Exchanges
  • Trade stocks, option, bonds, and mutual funds online or by telephone
  • GICs and T-bills are available by telephone

Research & Tools

  • Value Analyzer proves you with a simple, intuitive view of all the key value investing metrics for a particular stock
  • Model equity portfolios handpicked by Morningstar Analysts
  • Set up investment portfolio watch lists to easily track stock and mutual funds
  • Independent company reports and analyst articles
  • Webinars on great topics to help you become a better, more informed investor

Market Data

  • Real time quotes - on any North America 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%

 

 


Credential Direct® is a division of Credential Securities Inc. and operates as a separate business unit.  Credential Securities is a member of the Canadian Investor Protection Fund.  ®Credential Direct is a registered mark owned by Credential Financial Inc. and is used under license.

 

 

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