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Support Home Security Do you have access to my funds? Do you have access to my funds? No. We act only in an advisory capacity and do not have direct access to your money. Your assets are held in an account in your name with a custodian at all times and can only be transferred, on your instructions, to your own bank account. Was this article helpful? Related Questions: Aggressive ETF Portfolio Portfolio Summary This portfolio is for those with a medium...… Aggressive Private Portfolio Portfolio Summary CI Direct Investing's Aggressive Private Portfolio is invested...… How Do I Set Up Two-Step Sign-In Verification? (2FA) The first time you sign-in to CI Direct Investing, you'll...…