How do I view my Aviso Wealth or Qtrade Direct Investing accounts in online banking?

Effective April 1, 2024, Credential Securities and Credential Asset Management have merged under the new name Aviso Wealth.

If you have accounts with any of the service partners listed below that are managed by Vancity, you can link those accounts to view transaction history, balances, and account details in Vancity Online Banking, giving you a more complete picture of your finances.

Qtrade Direct Investing (Qtrade)
Aviso Wealth (formerly Credential Asset Management and Credential Securities)

Segregated fund products available through Vancity Life Insurance Services Ltd. can also be added by selecting the “Aviso Wealth” link.

Please note:

This feature is currently available only for personal banking members.
It is not available in the Vancity Mobile App.
Accounts held in trust are not eligible.

Step by Step guide

Step 1:

Log in to Vancity Online Banking by entering the last 10 digits of your Vancity MEMBER CARD® debit card and your PAC (Personal Access Code).
To add your Aviso Wealth or Qtrade account, scroll down to Investing, then select Aviso Wealth and choose ‘Link Accounts’.
Enter the Client ID from your service partner account. This information can be found on your most recent statement.
For Aviso Wealth, use the first six digits of your account number as your Client ID, without hyphens (e.g., if your TFSA account number is 1A1-111-A-1, enter 1A1111).
If you have registered for Aviso Wealth online access, you can retrieve this information by logging in via the websites below:
- Aviso Wealth Online
- Qtrade Direct Investing
Review the personal information displayed on the screen, which is pre-populated from our banking system (e.g., Last Name, Postal Code, Date of Birth).
If the information is correct, click ‘Continue’. If the information is incorrect, please contact our Member Services Centre.

Step 2:

If the account links successfully, you will be redirected to a confirmation page.
If your account does not link and you receive an error, please contact our Member Services Centre.
Once your account is successfully linked, click Investing and then Aviso Wealth to view your investment accounts on the Account Summary page.
Please note: The balance displayed reflects the last closing price of the day.

I can't find my Client ID

I tried to link my accounts but I received an error

I linked my investment account but can't see it in online banking

Can I transfer funds into my investment accounts in online banking?

Can I remove linked investment accounts?

Legal disclosure

For your convenience, Vancity has provided a service that allows you to link your Aviso Wealth or Qtrade Direct Investing account and view that information in Vancity online banking. However, Vancity accepts no liability for the accuracy of the information being provided.

Mutual funds and other securities are offered through Aviso Wealth. Online brokerage services are offered through Qtrade Direct Investing. Aviso Wealth and Qtrade Direct Investing are divisions of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions, their values change frequently and past performance may not be repeated.

Segregated fund products, service and advice are available through Vancity Life Insurance Services Ltd.

Go to vancity.com