Switch to Credential Direct and we'll pay you up to $200 of the transfer fees that your online broker charges. Best of all, if after 90 days you're not completely satisfied, we'll waive our $125 transfer out fee – no questions asked.
Go ahead, try us – risk free!
Easy Terms and Conditions
Be sure to enter the promotional code
SWITCH ME on your application form.
Get up to $200 back. Move your account from another online brokerage to Credential Direct and we’ll pay up to $200 (plus tax) of the transfer-out fee your broker charges you.
Try us for 90 days
- This offer is available for every account you transfer to Credential Direct between March 1 2013 and June 30 2013 providing it has a minimum transfer-in value of $10,000 CAD, deposited within 30 days of the account opening date.
- Payment of transfer-in fees will be automatically applied as a credit to each eligible account in July 2013.
- To qualify for this credit you must include the promotional code shown above in the designated area on your account opening application and provide Credential Direct with a copy of your broker’s account statement, or other proof that may be acceptable to Credential Direct at its discretion, showing the transfer fee charge incurred within 60 days of opening your Credential Direct account. You may submit a copy of your statement or proof via mail, fax or email.
If you choose to close your account within 90 days of opening it, and you’ve met the criteria above, we’ll waive our own Credential Direct transfer-out fee ($125). Just notify us by email or telephone informing us that you wish to close your account.
Credential Direct reserves the right to restrict or revoke with offer at any item without prior notice. Credential Direct is not responsible for any liability arising from or in any way relating to this offer, including, without limitation, revocation or modification of the offer. The is offer is available only to residents of those provinces where Credential Direct is registered for trading, is void where prohibited by law, and is not applicable to monies transferred in prior to February 28, 2013.