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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 Investing account to Mint, Wealthica and other third parties.

To link your account:

  • Login to CI Direct Investing and, under your profile, locate the Security tab to generate a Third Party Key
  • Next, login to Mint, Wealthica or another third party, and follow their account linking protocol
  • Where prompted, enter your third party key and secret code to enable secure access to your CI Direct Investing account

Easy-peasy! Now it's easier than ever to see you whole financial picture all at once.

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