AccountPlus®

AccountPlus® is a service offered through MemberDirect® Online Banking. With AccountPlus®, Unity Credit Union members can register and link accounts they have with Credential Securities Inc., Credential Asset Management Inc. and Credential Direct® to their online banking. Once the Credential accounts are linked they can be viewed on the Account Summary page in Online Banking. Please Contact Us if you require MemberDirect® Online Banking.

Who Might Use this Service?

Any member who has investments with Credential Securities Inc., Credential Asset Management Inc., or Credential Direct® and would like to view the balances through MemberDirect® Online Banking.

Convenient Expand/Collapse

  • Check balances anytime, anywhere using your computer or smartphone - Online Banking is available 24 hours a day, 7 days a week!
  • Simple to Set up (Please see below for instructions on how to add/link an account) once you are logged in to MemberDirect® Online Banking
  • Simple to use

Secure Expand/Collapse

  • AccountPlus® is accessed through MemberDirect® Online Banking which is protected with the highest level of security so you can rest assured your information is protected. See our Internet Security for more details

Affordable Expand/Collapse

  • Free to sign up
  • Free to use

Good to Know Expand/Collapse

The initial setup of AccountPlus® cannot be completed on a mobile device; however, once the setup has been completed on a computer it can then be accessed on a mobile device by clicking on full site.

How to add/link your Credential Accounts Expand/Collapse

  1. Once you have logged in to online banking, you will notice a Credential Accounts section on your Account Summary page. Click on the Link Accounts hyperlink found in that section. This will lead you to the Manage Investment Accounts page.
  2. Once on the Manage Investment Accounts page, click on the appropriate Credential partner.
  3. Complete the Add Investment Account information requested and click Continue (Note: Only accounts linked to the logged in member can be added to linked accounts). The receipt page will then display confirming the successful linking of the account. It will take a few minutes before you will see your Credential accounts listed on the Account Summary page. You may also have to log out of your current online banking session and re-login in order to see your Credential Direct® accounts.

If you have multiple accounts, you will simply repeat the steps to add additional accounts.

For assistance with AccountPlus®, please call us at 306-228-2688.

Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. and Credential Direct®, a division of Credential Securities Inc., which operates as a separate business unit. Credential Securities Inc. is a Member of the Canadian Invester Protection Fund.

®Credential, Credential Securities and Credential Direct are registered marks owned by Credential Financial Inc.

 

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