FAQs about online investing


How do I get paperless Credential statements?

If you prefer not to receive paper statements from Credential, you can follow these steps to register for eServices:

  • Go to https://csionline.credential.com
  • Click on “Self-Registration” Complete Step 1
  • To complete Step 2, the “Token Number” has to be input.  This is the 13 digit number found at the bottom left corner of the 1st page of the monthly statement (under the CIPF logo)
  • Complete the rest of the registration steps
  • Once you log in, go to the “eServices” tab and click on “Manage Subscriptions”, and then subscribe to the eServices. 
  • Once this is done, Credential will stop sending out the paper statements.
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