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How do I transfer my account from my existing broker to CI Direct Trading?

You can transfer an account to CI Direct Trading by completing and submitting a transfer form.

We do not charge transfer-in fees, and we will cover up to $150 of the transfer-out fee charged by the relinquishing institution if you are transferring more than $25,000 in assets to CI Direct Trading.

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Contact CI Direct Trading by email at newaccount@cidirecttrading.com or by phone at 1.877.310.1088