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.