Vancity Savings Credit Union partners with Aviso Wealth (formerly Credential Asset Management and Credential Securities) to provide comprehensive investment and wealth management services. For members, transitioning to electronic statements (e-statements) for these investment accounts is the most secure and efficient way to track portfolio performance, trade confirmations, and tax documents. These digital records are identical to their paper counterparts but offer enhanced protection against mail theft and physical loss.
As of April 2024, Credential services have fully transitioned under the Aviso Wealth brand. While you can view a summary of your investment balances directly within Vancity Online Banking, accessing detailed monthly e-statements often requires navigating to the specialized Aviso Online portal or linking your accounts for a unified view. This guide outlines the exact sequence required to retrieve your historical and current investment data through Vancity’s secure digital infrastructure.
Credential (Aviso Wealth) e-Statement Details
| Category | Details |
|---|---|
| Portal Name | Aviso Online (formerly Credential Online) or Investor Hub. |
| Document Types | Monthly/Quarterly statements, T5/T3 tax receipts, and trade confirmations. |
| Historical Access | Statements are typically stored securely for up to 7 years. |
| Desktop Requirement | Full investment statements are best accessed via Desktop Online Banking. |
Algorithm: How to Access Your Investment e-Statements
To securely retrieve your investment e-statements through the Vancity and Aviso partnership, follow this exact sequence of actions:
- Navigate to the official Vancity website and log in to Online Banking using your Member Card number and PAC.
- From the main navigation menu, click on Investments or eDocuments.
- Select Aviso Wealth (or Credential) from the list of investment partners.
- If your accounts are not yet linked, click Link Accounts and enter your 6-digit Client ID provided by your Wealth Advisor.
- Once linked, click on the Aviso Online or Investor Hub link to launch the specialized investment portal.
- Within the Aviso portal, navigate to the Statements & Tax tab.
- Select the specific Account Number and the Date Range you wish to view.
- Click the Download PDF icon to save the statement to your secure local device.
Troubleshooting Common Access Issues
- Multi-Factor Authentication (MFA) Delays: If your 6-digit login code is delayed, verify that your mobile carrier is not blocking short-code SMS. For investment portals, ensure your registered email is also checked for "One-Time Password" notifications if SMS fails.
- PDF Display and Pop-up Blockers: Investment portals often open e-statements in a new window. If nothing happens when you click "View," ensure your browser’s Pop-up Blocker is disabled for vancity.com and aviso.ca.
- Account Linking Errors: If the portal fails to recognize your Client ID, ensure you are using the first six digits of your account number without hyphens. If the "Link Accounts" feature is unavailable, you may need to contact your Vancity Wealth Advisor to authorize digital access.
Pro-Tip: To make your financial record-keeping faster and safer, enable Electronic Delivery Preferences within the Aviso Online portal. By opting out of paper, you will receive an immediate email notification the moment your new monthly statement or tax receipt is ready, allowing you to bypass the 10-14 day delay of traditional Canadian mail.
Frequently Asked Questions
Are Credential e-statements different from my Vancity bank statements?
Yes. Your Vancity banking statements (chequing/savings) are located under eDocuments > Banking Statements, while your Credential/Aviso statements are located within the Investing or Aviso Online portal. They are managed on separate secure servers.
Can I access investment statements through the Vancity Mobile App?
While you can view basic investment balances on the app, full e-statement PDFs for Aviso Wealth (Credential) currently require a Desktop/Laptop browser for the most secure and complete viewing experience.
How do I get a copy of my T5 or T3 tax forms?
Tax forms are stored in the same Statements & Tax section within the Aviso portal. Digital copies are typically available for download in late February or March, several days before paper copies arrive by mail.
