Security
Protecting your investments.
CI Direct Investing has selected one or more of the following companies to act as your custodian: CI Investment Services Inc., Credential Qtrade Securities Inc., and National Bank Independent Network. All of our custodians are Canadian custodians under applicable securities laws and members of the Canadian Investor Protection Fund (“CIPF”) which provides protection for your accounts in case of the custodians’ insolvency for up to $1 million per account type.
CI Direct Investing is a registered portfolio manager.
We have a fiduciary duty to put our clients’ interests first and deal fairly, honestly and in good faith.
Advanced technology to secure your account.
We use advanced login, encryption, security testing and other measures to ensure the safety of your data and funds.
Protecting your personal information.
We will never share your information without your permission. We follow Canada’s Personal Information Protection & Electronic Documents Act.
Total transparency.
The CI Direct Investing dashboard allows you to quickly and easily monitor every transaction. You get at-a-glance peace of mind so you can feel in control of your money.
Got security questions?
How protected is my money?
CI Direct Investing has selected one or more of the following companies to act as your custodian: CI Investment Services Inc., Credential Qtrade Securities Inc., and National Bank Independent Network. All of our custodians are Canadian custodians under applicable securities laws and members of the Canadian Investor Protection Fund (“CIPF”) which provides protection for your accounts in case of the custodians’ insolvency for up to $1 million per account type.
Will I pay a fee if I move my investment to CI Direct Investing?
Most institutions charge a transfer fee, but we’ll gladly refund this fee for transfers over $25,000 for a maximum refund of $150. To get a refund, please contact us. Unfortunately, we can’t refund penalties on the early sale of mutual funds.
Does CI Direct Investing receive commissions or hidden fees?
Never. We strongly believe in full transparency when it comes to how much you pay. We’ll never take a dime in commissions.
What happens if I invest less than the $1,000 minimum?
Your account won’t be invested in your portfolio until you reach $1,000. You can set up a recurring deposit that’ll get you automatically invested when it reaches $1,000.
How is CI Direct Investing's fees calculated?
The monthly fee based on a cumulative, annual percentage of how much you invest or save with CI Direct Investing across all accounts. See the fee schedule.
