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

1. Electronic Fund Transfer (EFT) (Canadian dollars 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 (Canadian dollars only

• Log into your bank account.
• Select “Bill Payment”
• Select “Add a New Payee”
• Search for “CI Investment Services Inc” 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 (Canadian and U.S. dollars)

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

Please be advised, EFTs may take five to seven  business days. (A four-day hold is applied to approve the funds.)

Alternatively, you may consider depositing Canadian dollars funds via direct bill payments, which are free and do not experience a four-day hold.

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