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Support Home General Questions General Questions COVID-19 What is a "Robo-Advisor"? Robo-advisor is a term that is often used to describe online financial institutio Who is CI Direct Investing? CI Direct Investing is an online financial advisor. We offer financial advice, fi What types of accounts can I open at CI Direct Investing? CI Direct Investing offers many account types to meet your financial needs. This Is CI Direct Investing Affiliated with any banks or ETF Providers? Our investment decisions and choice of ETFs/mutual funds does not favour any part Do you offer corporate/business investment accounts? We can open accounts for incorporated businesses, as well as other structures suc Will I have to pay a fee if I move my investments to CI Direct Investing? While most other institutions do charge a transfer fee, we will gladly refund thi How will CI Direct Investing invest my money? We take a low-risk, long-term approach to investing. Managing volatility and focu Will I know which ETFs my funds are invested in, or just the asset allocation? We show you both the asset allocation and specific ETFs we use for your portfolio Will you invest in US listed ETFs, or just Canadian listed ETFs? Our ETF portfolios are primarily invested in Canadian listed ETFs, though we do s Can I change my investor style/investment portfolio once my funds are invested? At CI Direct Investing we work with you to determine the most appropriate investo How liquid are my investments at CI Direct Investing? All CI Direct Investing investments are liquid, and in most cases funds can be in I'm not a Canadian citizen or resident. Can I invest with CI Direct Investing? No. Only Canadian residents or Canadian citizens living abroad can invest with CI Does CI Direct Investing have a mobile app? Yes, CI Direct Investing has an app for Apple and Android mobile devices. You can 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 add my CI Direct Investing account to Mint? Do you use Mint to manage your budget? You can easily link your CI Direct Investi What if I have other questions? Just ask! It's easy to ask us questions. You can message your advisor directly fr How is my rate of return calculated? The rate of return on your dashboard is a Money-Weighted Rate of Return, calculat What is Original Cost? Original Cost (shown on your Holdings Report) means the total amount paid to purc Who is Credential Securities Inc.? Credential Qtrade Securities Inc. (Credential) is one of CI Direct Investing's cu Who is CI Investment Services Inc. (formerly BBS Securities Inc.)? CI Investment Services Inc. is one of CI Direct Investing's custodians, which mea What is the Common Reporting Standard (CRS)? About the Common Reporting Standard ( CRS) source: Canada Revenue Agency (CRA) When will I receive my tax slips and other tax documents? This guideline outlines when you can expect various tax documents to be available What is total percentage return? This represents gains and losses of an investment over a specified period of time Understanding your Dashboard Your Dashboard reports tells you how your account has performed. It can help you What does the new CI Direct Investing name mean to me? Last year, WealthBar joined CI Financial—a diversified wealth management firm and What types of tax slips will I get? Please refer to the information below to determine which tax slip(s) you can expe 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 Client Relationship Disclosure Information Current as of August 5, 2020 We believe that successful long-term relationships r Changes to the Relationship Disclosure Information Current as of August 5, 2020 How has the Relationship Disclosure document c ha When will my account be traded? As a CI Direct Investing investor, we manage your portfolio for you. When you ma How do I update my bank account information? To add or change the bank account linked with your CI Direct Investing account, y What is a custodian and how does CI Direct Investing use them? A custodian is a specialized financial institution that holds customers’ assets f 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 can I work with an adviser? Financial advice is included for CI Direct Investing clients (except for resident
