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 business days and you will be notified by email once completed.
Frequently Asked Questions
Who can view the account?
- The account will be located on the dashboard of the primary account holder.
- If the secondary account holder would like to view the account, they can link profiles with the primary account holder. Please see this article for details.
Who can transfer funds?
- All recurring or one-time deposits and withdrawals will need to be initiated by the primary account holder.
What banking information is used?
- We will use the banking information on the primary account holder's profile by default unless instructed otherwise.
If you have any questions, please contact your regional representative or [email protected].