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I have transferred in $25,000 in my assets from another broker. How do I claim my reimbursement?

After your CI Direct Trading account is opened and the transfer is completed, you can submit a ticket with the following information:

  • Subject: Transfer-In Reimbursement
  • Attachment: Copy of the statement as proof of the transfer-out fee charged.

Once submitted, we will reimburse the transfer-out fee to a maximum of $150.

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Contact CI Direct Trading by email at [email protected] or by phone at 1.877.310.1088