This guide is for CI Direct Investing or CI Direct Trading clients who signed up on or before Mar. 31, 2022.
In this guide, you’ll learn how to get started with your new Single Sign On (SSO) credentials the first time you login using the new site. You’ll learn how to configure new multifactor authentication methods, and add a forgotten password question and text message phone number to take advantage of self service features.
Your new Single Sign On (SSO) is used to access both CI Direct Investing and CI Direct Trading, so you won’t have to manage multiple logins. SSO will be setup automatically the first time you login with your existing credentials.
The CI Direct Investing website at cidirectinvesting.com and the CI Direct Trading website at cidirecttrading.com will continue to work, and will redirect to a new CI Direct Investing website on cifinancial.com.
Getting started is as easy as 1-2-3!
Login using existing credentials
Setup multifactor authentication
Setup forgotten password question and text message phone number
For more detailed guidance, step by step instructions are below.
Login Using Existing Credentials
From a web browser (not our mobile app), go to cidirectinvesting.com or cidirecttrading.com.
Click LOGIN in the upper right area of the page.
Enter your username (your CI Direct Investing email or your CI Direct Trading alphanumeric “vb username”).
Enter your password (the CI Direct Investing or CI Direct Trading password associated with the username you entered in the previous step).
Click Sign In.
Next, you’ll be prompted to continue setting up your Single Sign On profile by adding Multifactor Authentication.
Setup Multifactor Authentication
Multifactor authentication (MFA) enhances security and protects your Single Sign On profile from unauthorized access.
You’ll be prompted to enter an MFA code when:
- Logging into the shared dashboard
- Resetting password via the Forgot password? feature
- Unlocking account after too many password attempts
- Updating information on the Settings page
You’ll be asked to setup at least one method of MFA, and can optionally add any of the other methods available. Click Setup beneath your preferred MFA method.
Note: we recommend using Okta Verify, Google Authenticator or SMS to protect your account.
Follow the instructions provided for your selected MFA method to complete the process (learn more about the different MFA methods in our Help Centre).
You’ll automatically return to the list of enrolled and available MFA methods, where you can optionally choose to setup additional MFA methods, or click Finish to continue.
You’ll arrive on the shared dashboard that displays your name and the balance of your existing accounts at either CI Direct Investing or CI Direct Trading.
Next, it’s important to setup a forgotten password question and text message phone number for your Single Sign On profile.
Setup Forgotten Password Question
It’s important to setup a forgotten password question so you can take advantage of self service features.
You’ll be prompted to answer a forgotten password question (also referred to as a security challenge question) when:
- Resetting password via the Forgot password? feature
- Unlocking account after too many password attempts
From the Shared Dashboard, click SETTINGS in the upper right area.
A new tab will open in your web browser for a settings page hosted on oktapreview.com where you can view and edit your Single Sign On profile.
Go to the Forgotten Password Question section and click Edit. Choose a new question, enter your answer, and click Save.
Next, it’s important to setup a phone number that can be used for forgotten password text messages.
Setup Forgotten Password Text Message
It’s important to setup a phone number to use for a forgotten password text message so you can take advantage of self service features.
You’ll be prompted to answer a forgotten password question (also referred to as a security challenge question) when:
- Resetting password via the Forgot password? feature
- Unlocking account after too many password attempts
If you’ve already setup the SMS multifactor authentication (MFA) method, your SMS MFA phone number will automatically become your forgotten password text message phone number.
From the Shared Dashboard, click SETTINGS in the upper right area.
A new tab will open in your web browser for a settings page hosted on oktapreview.com where you can view and edit your Single Sign On profile.
Go the the Forgotten Password Text Message section and click Edit.
Enter the phone number you want to use (this must be the same phone number used for SMS Multifactor Authentication) and click Send Code.
You’ll receive a text message with a verification code. Enter the verification code and click Verify.
You’ll receive a notification in the pop-up window. Click Done.
That’s it, you’re all set up!
From the Settings page, click the CI Direct Investing logo in the upper left area to return to the Shared Dashboard.
Questions & Answers
What is Okta?
Okta is a single, integrated platform that offers secure access to enterprise applications and information. CI Direct Investing utilizes Okta to provide you with a Single Sign On experience.
What is multifactor authentication?
Multifactor authentication (MFA) helps protect your information by preventing unauthorized access if your password is compromised. There are multiple login steps to take before accessing your profile. You’ll use a traditional password as well as at least one additional method of authentication (eg. a text message pin number, a 6-digit code, or a security question).
Why do I need to set up multifactor authentication?
We require multifactor authentication in order to enhance security and help protect your account from unauthorized access.
Can I use my own multifactor authentication method?
You can select from the available methods (SMS, Google Authenticator, Okta Verify, and Email)
Can I still use biometric login?
Yes, on supported mobile devices.
Can I login directly to my CI Direct Investing or CI Direct Trading Dashboard?
No, but they are still available once linked to your new Shared Dashboard.
Refer to our Help Centre for support with Single Sign On and the Shared Dashboard.
