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- Can I change my investor style/investment portfolio once my funds are invested?
- Client Relationship Disclosure Information
- Will I know which ETFs my funds are invested in, or just the asset allocation?
- When will my account be traded?
- How liquid are my investments at CI Direct Investing?
- Changes to the Relationship Disclosure Information
- Aggressive Private Portfolio
- How do I deposit funds into my CI Direct Trading account?
- How do I withdraw funds from my CI Direct Trading account?
- How do I add my CI Direct Investing account to my personal finance management tool such as Wealthica?
- Does CI Direct Investing use any short selling or leverage in your Portfolios?
- Aggressive ETF Portfolio
- Safety Private Portfolio
- Growth Impact Portfolio
- Conservative Impact Portfolio
- Balanced Impact Portfolio
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