Aviso Wealth Linked Accounts in Innovation Federal Credit Union Online Banking

As you may recall, effective April 1, 2024, Credential Securities and Credential Asset Management have officially merged under the new name Aviso Wealth.

If you have linked your Credential accounts to Innovation’s online banking, you’ll soon see the updated name.

How do I add my Aviso Wealth Accounts to Innovation’s Online Banking?

If you haven’t added your Aviso Wealth accounts to your Innovation online banking just yet, you can do so in minutes:

1. Log into online banking.

2. Select Accounts > Wealth Accounts > Link Wealth Accounts.

3. You’ll need your Client ID# for your Wealth Account which you an find on the top of your statement.

4. Follow the prompts and you’re set!

Enjoy a consolidated, convenient approach to digital banking today!


Have more questions?

Visit our FAQs >Wealth Accounts Feature, call your Wealth Advisor, or call us at 1.833.816.2010.

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