Effective May 7, 2006 you can view balances for accounts that you may have with Credential Asset Management Inc. (CAM), Credential Securities Inc. (CSI) and Ethical Funds (EFI), directly from the account balances page in Personal Net Banking.
You must first activate access to these accounts by logging into Net Banking, clicking on
Other Services
and then
Investment Accounts
and following the prompts (complete instructions are available in Personal Net Banking). Once activation is complete you will be able to view your investment account balances along with your deposit, loan and term deposit balances on the account balances page each time you login to Net Banking.
How to sign up for Net Banking.