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How to Link your CI Direct Investing Profile

You can link your CI Direct Investing profile to your new Single Sign On profile to see the balance of your accounts and easily navigate to the CI Direct Investing dashboard.

Your CI Direct Investing profile can be linked automatically the first time you login (see First Time Login Guide for Existing Clients), or at any time from the shared dashboard.

Go to the account tile for CI Direct Investing and click Link here.

Enter your CI Direct Investing email, password, and click LINK.

Once linked, you’ll automatically return to the shared dashboard and your CI Direct Investing balance will be displayed. 

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