Skip to main content

Worldsource View

Top of main content

Ever wonder how your investments are doing outside of regular business hours?

Worldsource View is a joint Coast Capital Savings / Worldsource Financial Management tool that allows members to view and monitor investments online, anytime, anywhere.

It's a free, secure and convenient service where you can check account balances anytime. You can also view and print statements anytime.

Get started

Log in to Worldsource View. Not registered? Contact us to register today.

To be eligible for Worldsource View, you’ll need:

  • To have a Coast Online Banking account, and
  • A Client ID and Temporary Password for Worldsource View, which we’ll set up for you.

Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd provides investment and financial planning services. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities and life insurance products. Worldsource Financial Management Inc. provides advice and service relating to mutual funds. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing. Only deposits payable in Canada are eligible to be insured under the Canada Deposit Insurance Corporation Act.

Top of main content