General
Portfolio information
- Valet Portfolios
- Private Investment Portfolios
- Essential Portfolios
- ESG Portfolios
- Forstrong Portfolios
- High Interest Savings Account
Fees & Taxes
- Fees at a glance
- How much does CI Direct Investing charge?
- Goods and Services Tax (GST) - A brief overview for Representatives
- Tax Documents
- What types of tax slips will my client receive?
- Fee Calculator (excel)
FAQ
- Designating a Beneficiary (Registered Accounts)
- Resetting your PPI Valet Password
- How does billing work?
- Processing Timelines
- How do I submit a transfer?
- Link an existing client to your PPI Valet account
- How can my clients view each other's accounts?
- How can a client tell who their PPI representative is?
- Calculating Rate of Return
Onboarding Clients & Opening Accounts
- PPI Valet Demo Site
- Account Opening Process
- RESP & Joint RESP Accounts
- Joint Accounts
- Corporate Accounts
- RRIF & Spousal RRIF
- LIF & Spousal LIF
- Higher Interest Savings Account
- Informal Trust Accounts
Legal
- Valet Managed Investment Account Agreement
- Client Relationship Disclosure Information
- Financial Planning Services Fee Agreement
- Representative Service Agreement
- Privacy Policy
If you have any questions, please contact your regional representative or [email protected].