You can initiate a request to transfer your investments out of CI Direct Investing through the receiving institution, either in cash or in kind. Simply provide them with a copy of your latest account statement and have the request be addressed and sent to the custodian listed. We will not be able to process transfer out requests that are addressed to CI Direct Investing directly.
You can provide the below details to the receiving institution and have them process your request for you:
CI Investment Services Inc.
Address: 199 Bay Street, Suite 2600, P.O. BOX 108, Toronto, ON M5L 1E2
Phone: (1877) 310 - 1088 Fax: (416) 288 - 8611
Credential Securities
Address: Unit 700 1111 West Georgia St, Vancouver, BC V6E 4T6
Phone: (604) 714 - 3900 Fax: (604) 714 - 3901
National Bank Independent Network
Address: 1010 rue de la Gauchetière Ouest, Mezz. 100 Montréal, QC H3B 5J2
Fax: (514) 875-3819
Once the request has been successfully received by our custodian, it will take 7-15 business days for the transfer to be completed. WealthBar does not charge any fees to transfer out your accounts.
Private Investment Portfolios can only be transferred out in cash.
