Aviso Financial Inc. (Aviso) 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 CIRO 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.
Aviso Documentation
Account Agreement & Disclosure Document
English: ACP_AADD.PDF | French: ACP_AADD_fr.pdf
Canadian Investment Regulatory Organization (CIRO) Brochures
