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How do I add my CI Direct Investing account to my personal finance management tool such as Wealthica?

Do you use Wealthica or other personal financial management tool to manage your budget? You can easily link your CI Direct Investing account to Wealthica and other third parties.

To link your account:

  • Login to CI Direct Investing and, under your profile, locate the Security tab to generate a Third Party Key
  • Next, login to Wealthica or another third party, and follow their account linking protocol
  • Where prompted, enter your third party key and secret code to enable secure access to your CI Direct Investing account

Easy-peasy! Now it's easier than ever to see you whole financial picture all at once.

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