You can initiate a request to transfer your investments out of CI Direct Investing through the receiving institution, either in cash or in kind. Simply provide them with a copy of your latest account statement and have the request be addressed and sent to the custodian listed. We will not be able to process transfer out requests that are addressed to CI Direct Investing directly.
You can provide the below details to the receiving institution and have them process your request for you:
CI Investment Services Inc.
Address: 15 York Street, 7th Floor, Toronto, ON M5J 0A3, Att: Account Transfers
Fax: (416) 288 - 8611
Aviso Financial Inc.
Address: 700 – 1111 West Georgia Street Vancouver, BC V6E 4T6, Att: Account Transfers
Fax: (604) 714- 3801
Phone: 604.714.3800
Toll Free: 1.855.714.3900
service@aviso.ca
Aton eligible transfers may take up to 10 business days after the request was received at the custodian. For manual transfers that are not ATON eligible, transfers may take up to 6 weeks to be processed. CI Direct Investing does not charge any fees to transfer out your accounts.
Private Investment Portfolios can only be transferred out in cash.
