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 Investing dashboard
2. Click the Deposit button under the bank deposit category
3. Select either a One time or Recurring deposit. Select receiving account and input an amount.
That's it! There's no need for signatures for deposits and withdrawals at CI Direct Investing. Deposits will take between 1 - 3 business days to process depending on the relinquishing institution.
How to cancel an existing deposit
1. The Transfer Funds page will show your existing deposit and transfer requests. If you want to cancel one, just hit the cancel option and you're done
How to modify an existing deposit
Our system currently is not able to modify deposit requests. You can simply cancel your existing request and submit a new one if you would like to change the instructions.