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- Why isn’t email recommended for resetting my password, unlocking my account, or Multifactor Authentication?
- Client Relationship Disclosure Information
- When will my account be traded?
- How to use Email Multifactor Authentication
- Why does my spouse need to sign if we have a joint account?
- High Interest Savings Account Frequently Asked Questions
- How do I name a beneficiary to my CI Direct Investing accounts?
- Can I change my investor style/investment portfolio once my funds are invested?
- What do I need to open an account?
- How Do I Set Up Two-Step Sign-In Verification? (2FA)
- Temporary Suspension of New Account Applications for New Clients – Update and Alternate Services
- What do I do if I'm locked out?
- What do I do if I've forgotten my password?
- How to use SMS Multifactor Authentication
- How do I update my bank account information?
- First Time Login Guide for Existing Clients
- How can I work with an adviser?
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