Clients may file a complaint with CI Direct Investing using the follow methods:
Email (preferred): info@cidirectinvesting.com,
Mailing Address: CI Direct Investing, 15 York Street, 2nd Floor, Toronto, ON M5J 0A3 CANADA ATTENTION: Designated Complaints Officer, or
Telephone: 1-888-373-7674
When filing a complaint, please ensure that all of the relevant information regarding your claim is submitted, including but not limited to:
- Relevant date of the activity in question
- If the issue relates to an order, provide full details such as order entry time, symbol, order type, price, expected execution time and price
- If you have obtained screen shots or have other information which you would like us to consider, attach the information to your claim
- If you are seeking compensation surrounding your complaint, please specify the amount and provide details on how the amount was calculated
For more details about complaint handling, please refer to Client Relationship Disclosure.
