How do I transfer between CI Direct Investing accounts?

    Updated at: October 21st, 2021

    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.  Transfers between CI Direct Investing accounts can take up to 7 - 10 business days depending on which portfolio you are invested in.  

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