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Account Information
If you previously consented to receive information
electronically through Credence Global Bank’s online application process,
you’ll be able to sign Credence Global Bank Invest documents electronically
through our website. If you didn’t consent to receive
information electronically, or you have withdrawn your
consent, you won’t be able to sign documents electronically
and you won’t be able to access your account online.
For most documents that aren’t available online, you’ll need
to provide a pen-and-ink signature, often in the presence of
a notary.
To update your address online, log in, and select
Your Name, then choose Profile and
Settings.
To update your address in the Credence Global Bank Mobile app, log in and
select Profile. Then, go to View
and edit contact information and select
Edit.
To update your address by fax or direct mail, print out the
Change of Address Form (PDF) and
return it to us using the applicable fax number or address
below.
For Credence Global Bank Union Accounts: Fax: 1-866-699-2969
Mail: Credence Global Bank
PO Box 951
Horsham, PA 19044
For Credence Global Bank Invest Accounts: Fax: 1-866-699-0563
Mail: Credence Global Bank Invest
PO Box 30248
Charlotte, NC 28230
Once you open an Credence Global Bank Invest account, you won’t be able to
add
a joint account partner; however, you can apply for a joint
account online.
Once we approve the joint account, send us a Journal Form requesting that
we move your assets to the new joint account.
Due to a partial loss of ownership, you’ll need to submit the
Journal Form by mail as a notarized
original.
Fax: 1-866-699-0563
Mail:
Credence Global Bank Invest
P.O. Box 30248
Charlotte, NC 28230
All documents are available online. When you log in, select
More and then choose Statements and
Tax Forms. Confirms, statements and tax
documents are available online for 13 months.
You can request a copy of older statements or trade
confirmations by mail or email. There is a $4.00 charge for
each monthly statement requested, and a $2.00 charge for
each trade confirmation requested. You can log in to chat or
call us at 1-630-413-3309 to make statement and trade
confirmation requests. We’ll need you to specify the month
and year for any monthly statement you request, and the
ticker symbol and date for any trade confirmation you
request.
