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- Who is Credential Securities Inc.?
- What does the new CI Direct Investing experience mean to me?
- Changes to the Relationship Disclosure Information
- How do I update my bank account information?
- How to use SMS Multifactor Authentication
- First Time Login Guide for Existing Clients
- How to use Okta Verify Multifactor Authentication
- How to use Google Authenticator Multifactor Authentication
- What is Multifactor Authentication (MFA)
- How to use Email Multifactor Authentication
- Why isn’t email recommended for resetting my password, unlocking my account, or Multifactor Authentication?
- How do I name a beneficiary to my CI Direct Investing accounts?
- How Do I Set Up Two-Step Sign-In Verification? (2FA)
- How to Setup or Change your Security Question
- How to Change your Password
- Can I change my investor style/investment portfolio once my funds are invested?
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