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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… 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 … 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…
