Documents & Forms

You can view the most up-to-date Account Agreement & Disclosure Document for your account below.

Helpful information to prepare your income tax return

Effective April 1, 2024, Credential Securities and Credential Asset Management has merged, to form a new dealer, Aviso Financial Inc.

Your Account Agreement & Disclosure Document has been updated to reflect this change. You don’t need to re-sign your agreement. We will consider you to have accepted the amendment unless you tell us otherwise by providing written notice to us before the amendment takes effect.

Questions?

If you have any questions, please reach out to your advisor.

^{Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Correspondent Partners operates as a separate business unit of Aviso Financial Inc}