Sorry, we didn't find any relevant articles for you. Please fill out the contact form below and we will reply as soon as possible. Your email Your question Description (details)
Support Home Opening an Account Opening an Account What do I need to open an account? In order to open an account you will need to have the following information: Your… Do I need to open an account with a custodian? When you apply for an account we will open an account with one of our custodians … How do I make deposits from my bank account to my CI Direct Investing investment account? You can set up a one-time deposit request, or set up periodic, recurring requests… Do you offer corporate/business investment accounts? We can open accounts for incorporated businesses, as well as other structures suc… What types of accounts can I open at CI Direct Investing? CI Direct Investing offers many account types to meet your financial needs. This … High Interest Savings Account Frequently Asked Questions What are the benefits of CI Direct Investing’s High Interest Savings Account? Ear… What is a custodian and how does CI Direct Investing use them? A custodian is a specialized financial institution that holds customers’ assets f… Why does my spouse need to sign if we have a joint account? Your spouse will be asked to sign during the account application to confirm that … How do I set up an RESP? Start by opening an account. Once the RESP is open, a member of our team will be … How can I collect grants on my RESP? When you open an RESP, we’ll do the paperwork for any grants that your child may … What is a Politically Exposed Person or Head of an International Organization “politically exposed domestic person” or “DPEP” means an individual who holds or … What is a Trusted Contact Person? A trusted contact person (TCP) is someone we can reach out to if we have concerns…
