Transferring your clients account to CI Direct Investing is easy. Our team is here to help you with the paperwork to ensure that all the information is correct. To get started: 1. Send us a recent statement of the account your client wants to transfer to [email protected]. Please ensure that the statement includes the: Institution name Account nu...
Updated at: October 21st, 2021
All of our information on the beneficiary feature can be found on the CI Direct Investing FAQ for clients. You can refer to this article for details on: What accounts are eligible for beneficiary designation How the process works at CI Direct Investing Who can be named as a beneficiary or successor Other frequently asked questions. If you have any ...
Updated at: May 12th, 2022
1. From the PPI Valet site, click the "Sign In" button in the top right-hand corner. 2. Click "Forgot password" on the sign-in page. 3. Enter your email address and click "Send email". 4. Once you navigate to your email you should see the email from PPI Valet. Click "Reset Password". 5. This will take you to the following page. We'll then ask you t...
Updated at: May 12th, 2022
Can I see the Planning Fees I've earned? Yes. Just log into your PPI Valet account and review your balance, earnings, and payments through our Fee Tracker. How can I see my previous earnings? Underneath the Fee Tracker, click the calendar icon and select a month. How are fees charged? CI Direct Investing collects Financial Planning Fees from cli...
Updated at: November 30th, 2021
Account opening This takes 1 to 2 business days to generate an account number (from the time the client finishes the application). This applies to: Individual TFSA RRSP Spousal RRSP LIRA Other accounts require additional information which we must reach out to their representative for. These accounts take 3 to 5 business days (once we receive the nec...
Updated at: November 30th, 2021
PPI Valet supports two methods of transferring accounts to suit the needs of your practice and clients. Representative Directed Transfers The Representative Directed Transfer process allows you to prepare the forms for your client instead of CI Direct Investing. This method may be a more suitable option if: You are meeting with the client in person...
Updated at: November 30th, 2021
If a client signs up to CI Direct Investing without clicking on the link in your email invitation or personal Sign-Up Link, you won't be associated with their account. Note that if the client has not signed up yet, you can refer to the links above. To link a client that has already signed up but is not associated with your PPI Valet account, you can...
Updated at: November 30th, 2021
If two clients would like to view each other's accounts, they can set this up through their CI Direct Investing dashboard by following the process below. The first client will need to log into their CI Direct Investing account and select "Profile" from the drop-down menu in the top-right corner of the screen. Then click "Link Accounts" to get the fo...
Updated at: August 4th, 2020
When the client logs in to their CI Direct Investing account, they can tell who their representative is by navigating to their 'Profile' section below. Then they can click 'My Representative' to view the details. If there is no representative associated with their account, this section will not show up and you can link the client to your PPI Valet ...
Updated at: November 30th, 2021
The rate of return on your dashboard is a money-weighted rate of return, calculated net of your fees. For account histories greater than a year, the return is annualized. For account histories less than a year, the return is not annualized. A money-weighted return is the best reflection of your overall performance, as it takes into account the money...
Updated at: August 5th, 2020
You can find a list of blank transfer forms below. Our custodian's information has already been inputted so you don't have to worry about where the funds are going. Registered Transfer This section applies to the following account types: TFSA RRSP Spousal RRSP LIRA RRIF Spousal RRIF LIF Before filling out the forms, please refer to the example doc...
Updated at: January 23rd, 2023
Transferring between your accounts is easy. Start by selecting the chat bubble on the top-right of your CI Direct Investing dashboard: Let us know which accounts you are transferring between and the amount you intend to transfer. One of our client service members will respond to your message and confirm that your transfer has been submitted. Tran...
Updated at: October 21st, 2021
For a transfer to another institution, please contact your institution where the account will be transferred and initiate the process with them. They will assist you and provide you with a transfer form to fill out. Please ensure that the relinquishing institution is completed on the transfer form as below, otherwise the request will be rejected. Yo...
Updated at: April 16th, 2024
CI Direct Investing clients can easily modify, add, or cancel bank deposits on the CI Direct Investing website or mobile app. Please follow the steps below to submit a deposit to your CI Direct Investing account. How to submit a deposit to your CI Direct Investing account 1. Click the Transfer Funds button in the top right corner on the CI Direct ...
Updated at: February 19th, 2022