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

• Will I have to pay a fee if I move my investments to CI Direct Investing?

  While most other institutions do charge a transfer fee, we will gladly refund thi

• Will I know which ETFs my funds are invested in, or just the asset allocation?

  We show you both the asset allocation and specific ETFs we use for your portfolio

• Do you offer corporate/business investment accounts?

  We can open accounts for incorporated businesses, as well as other structures suc

• How do I transfer an existing investment account over to CI Direct Investing?

  You can transfer the accounts you have opened at other institutions to CI Direct

• 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