General Questions

Account Opening

Account Transfer


You can deposit funds into your CI Direct Trading account via three methods:

1. Electronic Fund Transfer (CAD only)

  • Log in to the dashboard
  • Select ‘Banking & Transfer’ from the menu
  • Select ‘Add Funds’
  • Complete the form on the page:
    • To Account
    • From Financial Institution (From a verified bank account on file)
    • Amount
    • Currency
    • Comments
  • Submit

We will process your submitted request. 

2. Bill Payment (CAD only)

  • Log in to your bank account.
  • Select “Bill Payment”
  • Select “Add a New Payee”
  • Search for “CI Investment Services” in your payee list and select “CI Investment Services Inc.”
  • Enter your 10-digit CI Direct Trading account number (without any spaces or dashes)

3. Wire (CAD and USD)

Simply contact your bank and request a wire transfer. You must provide CI Direct Trading's wiring information to your bank, which can be accessed in the dashboard under ‘Banking & Transfers’ > ‘Wire In Funds.’

Please be advised, EFTs may take 5-7 business days. (A 4 day hold is applied to approve the funds.)

Alternatively, you may consider depositing CAD funds via direct bill payments which are free and do not experience a 4 day hold.

Please note: We do not accept cash, cheques, money orders or bank drafts for account funding purposes.



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