how-to

View Your Investments

How to view your investments in Online Banking

View Your Qtrade Direct Investing™, Credential Asset Management Inc. and Credential Securities Investments in Online Banking

To get started, follow the instructions below:

  1. Sign into Online Banking.
  2. In the upper right hand corner, click on your avatar or profile photo.
  3. In the dropdown, navigate to the Settings.
  4. Select Investments on the left sub-menu.
  5. In the Investments Display Manager, view your Client ID, Type, and Visibility.  Under Visibility, click the toggle so it appears green and is labelled visible. Make all toggles visible for all accounts available.
  6. Navigate back to the My Accounts page, where you will now see a new dropdown that will display all visible investment accounts.

 

If you have any questions or need assistance from a Coach, please contact us.

Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.

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