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Support Home General Questions General Questions What does the new CI Direct Investing experience mean to me? In January 2019, WealthBar joined CI Financial—a diversified wealth management fi… Client Relationship Disclosure Information Last updated on April 20, 2023 About this Disclosure We believe that successful l… Changes to the Relationship Disclosure Information As of April 21, 2023 How has the Relationship Disclosure Information changed? We … Conflicts of Interest Disclosure Last updated on April 20, 2023 Conflicts of Interest A conflict of interest is a… Definition of KYC and Suitability Terms Helpful Definitions Below are definitions of the KYC terms that will be used in m… Understanding your Dashboard Your Dashboard reports tells you how your account has performed. It can help you … What is an ETF? An ETF, or Exchange Traded Fund, is an investment instrument that is traded on an… Does CI Direct Investing have a mobile app? Yes, CI Direct Investing has an app for Apple and Android mobile devices. You can… How do I add my CI Direct Investing account to Mint? Do you use Mint to manage your budget? You can easily link your CI Direct Investi… How can I work with an adviser? Financial advice is included for CI Direct Investing clients (except for resident… What is involved in my free financial planning session? CI Direct Investing's financial planning tools will give you a detailed overview … How do I name a beneficiary to my CI Direct Investing accounts? You can assign beneficiaries to your account fully online. Login to your CI Direc… How do I update my bank account information? To add or change the bank account linked with your CI Direct Investing account, y… What are my RESP withdrawal options? When it’s time to withdraw from your RESP, you’ll need to choose one or more of t… How is my rate of return calculated? The rate of return on your dashboard is a Money-Weighted Rate of Return, calculat… What is total percentage return? This represents gains and losses of an investment over a specified period of time… What is a custodian and how does CI Direct Investing use them? A custodian is a specialized financial institution that holds customers’ assets f… Who is CI Investment Services Inc. (formerly BBS Securities Inc.)? CI Investment Services Inc. is one of CI Direct Investing's custodians, which mea… Who is Credential Securities Inc.? Credential Qtrade Securities Inc. (Credential) is one of CI Direct Investing's cu… What is the Common Reporting Standard (CRS)? About the Common Reporting Standard ( CRS) source: Canada Revenue Agency (CRA) … How does CI Direct Investing deal with CRM2 reporting requirements? CI Direct Investing reports all account information dynamically online, including… How do I transfer my investments out of CI Direct Investing? You can initiate a request to transfer your investments out of CI Direct Investin… Referral Arrangement This disclosure is for clients working directly with an external representative o… What is CacheFlo? (What is Winton?) CacheFlo is the company that built Winton! Winton is a web-based app that was bui…
