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

This app has been updated by Apple to use the latest Apple signing certificate.

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

1.4 out of 5
35 Ratings

35 Ratings

majhdyiwhdf ,


Can’t even log in,,

Glassweaver1 ,


Can’t even login. Doesn’t accept username or password. Will continue to use the website which does.

600SL ,

Login problem

It seems this app doesn’t work. Would have given it a zero if I could.

App Privacy

The developer, Credential Financial Inc., has not provided details about its privacy practices and handling of data to Apple.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

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

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