Did you know that you can view your Credential Asset Management Inc. (CAM) and Credential Securities Inc. (CSI) account summaries directly through your SCU Direct® online banking service? Simply set up the link to your account and your CAM and/or CSI information will be available for viewing on the account summary page.
Here’s how: When logging into SCU Direct online service, you'll find a new section under account summary labelled Credential Accounts. Look for the option to "Link Accounts", which will take you to the "Manage Investment Accounts" screen. From there, choose the relevant partner and complete the "Add Investment Account" information. It’s that easy!
Want to make use of this feature but are not currently using the SCU Direct online service? Call the SCU Member Contact Center at 1 800.728.6440 or visit any SCU branch.