View Your Investments

View Your Qtrade Direct Investing and Credential Investments in Online Banking

To get started, follow the instructions below:

1. Sign into Online Banking.
2. In the upper right hand corner, click on your avatar or profile photo.
3. In the dropdown, navigate to the Settings.
4. Select Investments on the left sub-menu.
5. In the Investments Display Manager, view your Client ID, Type, and Visibility.  Under Visibility, click the toggle so it appears green and is labelled visible. Make all toggles visible for all accounts available.
6. Navigate back to the My Accounts page, where you will now see a new dropdown that will display all visible investment accounts.

If you have any questions or need assistance from a Coach, please contact us.