View Investment Accounts

If you have investment accounts with Credential Asset Management Inc., Ethical Funds®, or Credential Direct® you can view these accounts in Online Banking.

  • Get the whole picture: see all of your Westminster Savings accounts and your investment accounts in one view
  • You control what you see: link and remove your investment accounts yourself at any time in Online Banking
  • Detailed views: see investment account balances, history and details in Online Banking

How to view your investment accounts

You can view your investment accounts in Online Banking by "linking" these accounts to your Westminster Savings accounts. Have your investment account number or statement available and follow these instructions:

  1. Log in to Online Banking, and click the Account Services tab at the top right side of the screen.
  2. Select Manage Partner Accounts from the left-side menu
  3. Click the type of investment account that you want to link. You can add multiple types of investment accounts.
  4. Enter your personal information, and follow the instructions on the screen.

Your investment accounts are now linked and you can view them on the Account Summary page in Online Banking.

Act Now!Go to Online Banking

You will see your investment accounts each time that you log in to Online Banking. When you click on your linked investment accounts you will see the investment account details and history.

You can remove your investment accounts at any time.

The fine print

  • Investment account information is provided by Credential Asset Management Inc., Ethical Funds®, or Credential Direct®. Westminster Savings cannot verify or confirm that accuracy of the investment account information. Contact Credential Asset Management Inc., Ethical Funds®, or Credential Direct® directly if you have any questions or concerns about your account information.
  • Investment accounts must be held in the same name, birthdate and postal code as what is on record at Westminster Savings Credit Union.
  • Spousal and business investment accounts cannot be linked.
  • Privacy legislation prevents Westminster Savings employees from linking investment accounts on behalf of members. Investment accounts must be linked by members themselves in Online Banking.

®Credential and Credential Direct are registered marks owned by Credential Financial Inc., and are used under licence. ®Ethical Funds is a registered mark owned by Ethical Funds Inc., and is used under licence.

 

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