Aviso Wealth: Your Consolidated Investment Access
Quick Summary
- Credential Asset Management is now Aviso Wealth
- New online access via Aviso Online or Investor Hub
- Accounts and advisors remain unchanged
- Enhanced security features protect your data
As of April 1, 2024, Credential Asset Management officially merged with Aviso Wealth. This transition brings together Credential Asset Management, Credential Securities, Qtrade Asset Management, and Qtrade Advisor under a single, unified wealth management brand. For clients, this means a streamlined experience and continued access to comprehensive financial services through Aviso Wealth's advanced digital platforms. This consolidation empowers clients with a robust suite of investment solutions, all while maintaining their trusted relationships with financial advisors. While the name has changed, the commitment to helping you achieve your financial goals remains the cornerstone of their service. You can now manage your wealth and access your portfolio through Aviso Wealth's secure online portals.
- 📋 Preparing for Your Aviso Wealth Investment Dashboard
- 📍 Accessing Your Consolidated Wealth Accounts
- ⭐ Exploring Comprehensive Financial Services
- ⚠️ Resolving Access Concerns for Your Online Portfolio
- 🔒 Ensuring the Integrity of Your Financial Information
- 🎧 Official Help Desk Contacts
- ❓ Insights on Your Transition to Aviso Wealth
Preparing for Your Aviso Wealth Investment Dashboard
- An active investment account previously held with Credential Asset Management or an Aviso Wealth partner.
- Your email address used for online account access.
- A strong password for your Aviso Online or Investor Hub account.
- A modern web browser with JavaScript and cookies enabled for optimal digital portal performance.
Accessing Your Consolidated Wealth Accounts
- Navigate to the Aviso Wealth sign-in page. This can typically be found via aviso.ca or by accessing the Aviso Online Login link on the former credential.com website.
- For new users to Aviso Online or Investor Hub, you will need to complete a one-time user verification process and establish a new password. Look for the 'Register Now' or 'Authenticate my existing account' option.
- Enter your registered email address and your new password into the designated fields.
- Click the Login or Sign in button to access your digital portal.
- If prompted, complete any Two-Factor Authentication (2FA) steps to enhance your account security.
Exploring Comprehensive Financial Services
- Consolidated Account Access: View all your investment accounts that were previously under Credential Asset Management, Credential Securities, Qtrade Asset Management, and Qtrade Advisor, now unified under the Aviso Wealth platform.
- Financial and Investment Planning: Access comprehensive resources and support for retirement, estate planning, and other financial goals.
- Diverse Investment Solutions: Explore a wide range of products including mutual funds, equities, fixed income instruments, and managed solutions tailored to your financial needs.
- Dedicated Advisor Relationship: Maintain your existing relationship with your financial advisor, who continues to provide personalized guidance and support.
- Online Statements and Documents: Access updated statements and important disclosure documents directly through your online account.
- Seamless Digital Experience: The online portal (Aviso Online or Investor Hub) offers a modern and intuitive interface for managing your wealth.
Resolving Access Concerns for Your Online Portfolio
⚠️ Unable to log in after the merger
Cause: The transition to Aviso Wealth requires a new password setup for former Credential Asset Management clients, or you might be using an old URL.
Solution: First, ensure you are visiting the correct Aviso Wealth login page. If it's your first time logging into Aviso Online or Investor Hub, select 'Authenticate my existing account' or 'Register Now' to set up a new password. If you previously set up a new password but forgot it, use the 'Forgot password?' link.
⚠️ Account information doesn't seem updated
Cause: Your online portal may still be in the process of reflecting all consolidated information, or there might be a synchronization delay.
Solution: While your accounts and investments remain unchanged, statements and the online portal have been updated with the new Aviso Wealth branding. If you have concerns about specific data, contact your financial advisor for clarification or reach out to Aviso Wealth client support.
⚠️ Access denied due to browser settings
Cause: Your web browser might have JavaScript or cookies disabled, which are necessary for the digital portal to function correctly.
Solution: Ensure that your web browser has JavaScript and cookies enabled in its settings. Refer to your browser's help section for instructions on how to adjust these settings.
Ensuring the Integrity of Your Financial Information
- 🔒 Always use strong, unique passwords for your online wealth management accounts. Consider using a password manager.
- 🔒 Enable Two-Factor Authentication (2FA) for an added layer of protection. This requires a second form of verification to access your account, safeguarding it even if your password is compromised.
- 🔒 Be aware that Aviso Wealth's system includes an inactivity logout feature; if you leave your session unattended, you will be automatically logged out.
- 🔒 Regularly review your account activity for any suspicious transactions or unauthorized access. Report anything unusual immediately.
- 🔒 Beware of phishing attempts. Aviso Wealth uses secure encryption technology and firewalls to protect your data, but always verify the website's authenticity before entering your login details.
- 🔒 Keep your contact information updated with Aviso Wealth and your financial advisor so you can receive important security notifications.
🎧 Official Support & Help Center
For general inquiries, you can contact Aviso Wealth at 1.888.545.5959. Additional contact details, including regional offices and email, are available on their Client Support page on aviso.ca.
Insights on Your Transition to Aviso Wealth
Q: What happened to Credential Asset Management?
Credential Asset Management officially merged with Aviso Wealth as of April 1, 2024. All services, accounts, and advisor relationships are now under the Aviso Wealth brand.
Q: How do I access my online investment account previously held with Credential Asset Management?
You can now access your account through Aviso Online or Investor Hub, the digital portals provided by Aviso Wealth. If it's your first time logging in post-merger, you'll need to complete a user verification and set a new password.
Q: Are my investments or financial advisor impacted by the merger to Aviso Wealth?
No, your investments, accounts, and the relationship with your financial advisor are not impacted by these changes. The merger streamlines the operational framework, but your client experience and financial strategies remain consistent.
Q: Where can I find my updated statements and disclosure documents?
Your statements and official documents will now feature the Aviso Wealth name and branding. You can access them through your Aviso Online or Investor Hub account. You will also receive new account agreements and disclosure documents via mail.
Wrap Up
The transition from Credential Asset Management to Aviso Wealth represents a strategic move to offer clients a more unified and robust wealth management experience. This consolidation ensures that you continue to receive expert financial guidance and access to a wide array of investment solutions, all backed by enhanced digital security. Embrace the expanded capabilities of Aviso Wealth as you continue your journey toward financial well-being.