Opening a PPI Valet account can take as little as five minutes and can be completed in a few short steps: Visit our homepage, www.ppivalet.ca, and select Create Account in the top right corner. Choose your email and password. We will be using this email to communicate with you. You will be presented the Representative Agreement between you and CI d...
Updated at: February 1st, 2022
Inviting a client to CI Direct Investing only takes a few minutes and can be done in a few simple steps. Click on the Invite Client option in the centre of your dashboard. If you already have clients, this will appear in the top right. If it is your first client invitation, you will be asked to verify the email you used to open your account. The ...
Updated at: December 7th, 2022
Your client will be asked to follow the following steps when opening their account: Select the account type Answer Know Your Client questions Select a model portfolio Confirm personal details Answer regulatory questions Add bank information for future transactions Enter account funding instructions (optional) Review and submit details For screensho...
Updated at: January 22nd, 2021
CI Direct Investing has created educational materials to help your clients understand the features and benefits of different account types available at CI Direct Investing: RRSP TFSA RESP RRIF LIRA Taxes...
Updated at: June 27th, 2022
If you would like to familiarize yourself with the CI Direct Investing client site, you can use the link below: https://demo.cidirectinvesting.com/demo If you have any questions, please contact your regional representative or [email protected]....
Updated at: February 3rd, 2022
Account opening process Clients can follow the standard Account Opening Process and select the RESP account type at the start. CI Direct Investing typically recommends that RESPs be opened jointly wherever applicable. In this case, we will need the secondary account holder also sign up as your client on PPI Valet and submit a separate RESP applicat...
Updated at: June 23rd, 2022
Account opening process Clients can follow the standard Account Opening Process and start by selecting the Joint Account type. For all Joint accounts, we will need to have both account holders: Create a profile on the CI Direct Investing site Open a Joint account on their profile Once signed by both clients, the account will be open within two busin...
Updated at: August 4th, 2020
Account opening process Clients will follow our standard Account Opening Process and select the Corporate account type at the start. Once the client opens the Corporate account on their profile, we will be reaching out to you and your client for the necessary supporting information. Required information You can find a checklist with all the require...
Updated at: August 4th, 2020
Clients can follow the Account Opening Process and select the RRIF or Spousal RRIF account type at the start. Once the client opens the account on CI Direct Investing, we will send the RRIF application to them via email for a quick e-signature via DocuSign. We also include a default payment schedule on this application and notify the client that th...
Updated at: August 4th, 2020
Clients can follow the Account Opening Process and select the LIF or Spousal LIF account type at the start. Once the client opens the account on CI Direct Investing, we will send the LIF application to them via email for a quick e-signature via DocuSign. We also include a default payment schedule on this application and notify the client that they ...
Updated at: August 4th, 2020
What are the benefits of CI Direct Investing's High-Interest Savings Account? Earn 2.75% interest. No promotional rates. No fees. No catch. All transactions are totally free. No minimums. Deposit as much or as little as you like. How is the interest calculated and paid? Interest rates are per year, calculated daily, paid monthly and are subject to c...
Updated at: October 24th, 2024
Clients can follow the standard Account Opening Process and select the Trust account type at the start. The client will need to notify us that the account is to be opened as an Informal Trust and will need to provide the following information for the beneficiary child: Full name Date of birth SIN Once the beneficiary reaches the age of majority, a ...
Updated at: August 4th, 2020
PPI Valet representatives can set a fee for each client between 0% - 1%. These fees pertain to assets under management for all the accounts the client has under that profile with the exception of the High Interest Savings Account. Fees are accrued daily and paid from the client's account every month. Each representative and client relationship wil...
Updated at: March 21st, 2022