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- How liquid are my investments at CI Direct Investing?
- How do I transfer my investments out of CI Direct Investing?
- How do I name a beneficiary to my CI Direct Investing accounts?
- Is my money protected?
- Changes to the Relationship Disclosure Information
- Client Relationship Disclosure Information
- Are my assets with CI Direct Trading protected under CIPF?
- What are my tax obligations if the CRA deems me a factual resident?
- What are my RESP withdrawal options?
- Will I have to pay a fee if I move my investments to CI Direct Investing?
- How is my rate of return calculated?
- What order types are available at CI Direct Trading?
- Will I know which ETFs my funds are invested in, or just the asset allocation?
- Can I change my investor style/investment portfolio once my funds are invested?
- How do I add my CI Direct Investing account to my personal finance management tool such as Wealthica?
- How do I update my bank account information?
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