Island Savings

AccountPlus

Monitor your investment accounts online

With our new AccountPlus feature you can add your investment accounts from Credential Asset Management Inc., Ethical Funds® and/or Credential Securities to your online banking quickly and easily.

Sign up and enjoy the following benefits:

  • Login and see all of your accounts and investments in one consolidated view.
  • View your current balance, holdings and transaction details for each account.
  • You’re in control – add only the accounts you want to view; remove accounts at any time.

How to sign up for AccountPlus

Before you begin, you will need your Ethical Funds client ID, your Credential Asset Management Inc. client number, and/or your Credential Securities investment number. These numbers can be located on copies of your statements (for assistance, please contact your Credential® investment professional or Island Savings branch).

  1. Login to online banking.
  2. Click on "Account Services" on the left.
  3. Click "Manage Investment Accounts."
  4. Choose the account you want to add and enter the requested information.
  5. Your account is now linked!

Important information about AccountPlus

You can only add investment accounts that are in your name - you cannot add accounts from other members to your online banking. This is in compliance with the Personal Information Protection Act of British Columbia.

Businesses cannot yet link accounts. We are working with Credential to make this service available.

 

 


 

*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Northwest Funds, Ethical Funds and NEI Investments are registered trademarks of Nortwest & Ethical Investments L.P.