You can transfer the accounts you have opened at other institutions to CI Direct Investing, directly from your dashboard at any time.
To submit a transfer request, please complete the following steps:
First, from your Dashboard, click the "Transfer Funds" option in the top righthand corner.
Second, Click the "Transfer" button on the "Account Transfer" tab.
You will be able to select the account you wish to bring your investment into. Note, that you can only transfer from and to an account of the same type. For example, you can transfer an RRSP at your financial institution to your RRSP at CI Direct Investing. If you do not have the same account type at CI Direct Investing, you will be able to click on 'open one first' during the transfer process.
On the next screen, you will be asked to let us know how you want to transfer the account
- Entire Account : All investments will be sold and transferred as cash.
- Partial amount (cash only): No investments will be sold. The amount must already be in cash. You will be required to enter an amount.
Once you have made your selection, you will be asked to upload a statement. Please ensure that the document is legible as the document may be required with your transfer by your relinquishing institution.
An associate from our transfer team will follow up with you on your transfer request to complete the transfer form needed by your institution. In some cases, more documents may be required from you to initiate the transfer.
Account transfers will typically take 2-5 weeks to complete.
We do not charge transfer fees and will refund the transfer fees you were charged for up to $150 for account transfers $25,000 and above.
