Get secure, on-the-go access to monitor your investments with the Credential Securities mobile app.

With real-time account information at your fingertips, stay connected to your investments anytime, anywhere:

- View your account summary, holdings, performance and history
- Review and download account and tax statements
- Monitor account performance with monthly, quarterly, prior years and average annual compound rates
of return and the market value at period end
- Contact your advisor or client support

Featuring a simple log in and mobile access, this app is an efficient, convenient, and transparent way for you to monitor your investments in an ever-changing market environment.

The Credential Securities app is free to download; however, you must have an active account on the Credential Securities platform to use the app.

What’s New

Version 3.0.2

Our latest update makes it even easier to monitor your accounts on the go.

- Quick, easy and secure login using Touch ID or Face ID, for seamless access to your accounts
- New page layouts give you important information at a glance
- Consolidated views provide you with easy access to additional information with a single tap

Ratings and Reviews

3.5 out of 5
4 Ratings

4 Ratings

Canadian Liz ,

Orientation lock :(

Please, for those of use who use an ipad, change this to a changeable orientation! I use a horizontal orientation on all my apps for easier reading. This is the only app that doesn't allow change from vertical.

Bikoy2020 ,

Very nice update!

Great Improvement on the app’s look & feel!

evil Drolo ,

Doesn’t work

Doesn’t work 1star too many


Credential Financial Inc.
82.4 MB

Requires iOS 9.0 or later. Compatible with iPhone, iPad and iPod touch.


English, French

Age Rating


  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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