Credential Qtrade Securities Inc. (Credential) is one of CI Direct Investing's custodians, which means they are one of the institutions which holds our client's assets. As a member of IIROC and CIPF, your accounts are secure, segregated and protected for up to $1,000,000.
When you open an account with us you will also be asked to open an account with one of our custodians which CI Direct Investing manages on your behalf. The account and assets within will always be owned by you and can only be transferred to and from your own bank account.
Account Agreement & Disclosure Document
English: CPM_AADD.PDF | French: CPM_AADD_fr.pdf
Guide d'interprétation du relevé
Guide d'interprétation du relevé.pdf
Registered Account Beneficiary & Contingent Beneficiary Designation
Investment Industry Regulatory Organization of Canada (IIROC) Documentation
How IIROC protects investors
Making a Complaint: A Guide for Investors
Making a Compliant - A Guide for Investors.pdf
How Can I Get My Money Back? A Guide for Investors