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How do I transfer cash or securities between my CI Direct Trading account?

You can submit an internal transfer request via the Dashboard:

  1. Log into the Dashboard
  2. Select ‘Banking & Transfers’ from the menu
  3. Select ‘Internal Transfer’
  4. Complete the required fields:
    • From account
    • To account
    • Amount (for transferring cash only)
    • Currency
    • Comments (for transferring securities only)
  5. Submit and your request will be processed.

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