Published on July 31, 2023
At CI Direct Investing, we’re committed to providing you with exceptional financial services and expertise to help you achieve your financial goals. We sincerely appreciate the trust and support of our clients, which drives us to continuously improve our products and services.
At CI Direct Investing, we’re committed to providing you with exceptional financial services and expertise to help you achieve your financial goals. We sincerely appreciate the trust and support of our clients, which drives us to continuously improve our products and services.
As part of our ongoing commitment to enhancing our services, we’ve temporarily suspended taking new account applications from new clients effective August 1st. This temporary measure is being undertaken to enhance our platform and complete crucial improvements to our account application process. We want to ensure that when we resume accepting new clients, we can provide an even better experience and tailor our services to meet their unique needs.
Rest assured, we’re diligently working on these enhancements, and we expect to resume accepting new account applications from new clients in the near future. If you’ve recently signed up to apply for an account we’ll be sure to let you know once we’re ready to accommodate new clients again.
In the meantime, we have some valuable services that you can still take advantage of:
- Create a Financial Plan: Log in to your dashboard and explore the option to create your financial plan. Our advanced financial planning tools will assist you in making informed decisions to reach your objectives.
- Consult with Our Wealth Advisors: Our team of dedicated Wealth Advisors is here to support you. You can easily reach out to them through our online messaging system. Alternatively, you can send us an email at [email protected] or book a phone call using the link provided here. Our Wealth Advisors will gladly assist you with any questions or concerns you may have regarding your financial plan.
We remain committed to making saving and investing easy for all Canadians. Our mission is to help you achieve your financial dreams, and we believe these temporary adjustments will lead to an even more robust and personalized experience for all our clients.
We extend our deepest gratitude for your patience and understanding during this period of enhancement.
Thank you once again for your interest in becoming a valued part of the CI Direct Investing family. We’re confident that the improvements we’re making will ultimately provide an unparalleled financial journey. Together, we will continue to build a prosperous future.
We value your feedback, so please don't hesitate to share your thoughts or suggestions with us at any time. If you have any feedback, questions, or need assistance, please don't hesitate to contact our support team through our online messaging system or by email at [email protected].
