Contact Us
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
Nathan Kondra
nakondra@ci.com
0
Article
Last Month
What is a Trusted Contact Person?
Published December 4th, 2024 by Nathan Kondra
A trusted contact person (TCP) is someone we can reach out to if we have concerns of possible financial exploitation or diminished mental capacity. Selecting a TCP is optional and is intended as an additional layer to help protect clients in the event that CI Digital Wealth has concerns about its client’s mental capacity or concerns of potential fi
Do I need to open an account with a custodian?
Published December 4th, 2024 by Nathan Kondra
When you apply for an account we will open an account with one of our custodians for you. As part of your sign up process we will provide you with all the required documentation from both CI Direct Wealth and the custodian of your account. You do not need to open an account directly with one of our custodians on your own. We take care of this for yo
Why does my spouse need to sign if we have a joint account?
Published December 4th, 2024 by Nathan Kondra
Your spouse will be asked to sign during the account application to confirm that they’re aware the account is being opened. We will also need you both to sign a Managed Investment Account Agreement to confirm you agree to have CI Direct Wealth as your portfolio manager.
How can I collect grants on my RESP?
Published December 4th, 2024 by Nathan Kondra
When you open an RESP, we’ll do the paperwork for any grants that your child may be eligible for. We’ll send you the completed forms to sign as we get the account set up for you. For more information, feel free to take a look at our blog article here.
Do you offer corporate/business investment accounts?
Published December 4th, 2024 by Nathan Kondra
We can open accounts for incorporated businesses, as well as other structures such as partnerships and trusts. As these types of accounts require a little bit more information, we ask that you also message us through your client dashboard when you are submitting your application.
How do I set up an RESP?
Published December 4th, 2024 by Nathan Kondra
Start by opening an account. Once the RESP is open, a member of our team will be in touch to collect some additional information on the child / children who the account is for, including their full legal name and date of birth. Finally, we’ll send you and any other joint account holders an RESP application to review and sign so that you can automati
What types of accounts can I open at CI Digital Wealth?
Published December 4th, 2024 by Nathan Kondra
CI Digital Wealth offers many account types to meet your financial needs. This article is designed to help you figure out which ones are right for you. Here are the most common types of CI Digital Wealth accounts that you can benefit from: RRSP - An RRSP (Registered Retirement Savings Plan) is a tax-advantaged registered account that’s typically u
How do I make deposits from my bank account to my CI Digital Wealth investment account?
Published December 4th, 2024 by Nathan Kondra
You can set up a one-time deposit request, or set up periodic, recurring requests to the CI Digital Wealth investment account of your choice from your client dashboard. Deposits typically take up to 3 business days to process and to show up in your account balance.
Savings Account Frequently Asked Questions
Published December 4th, 2024 by Nathan Kondra
What are the benefits of CI Direct Wealth's Savings Account? Earn 2.75% interest. No promotional rates. No fees. No catch. All transactions are totally free. No minimums. Deposit as much or as little as you like. How is the interest calculated and paid? Interest rates are per year, calculated daily, paid monthly and are subject to change without not
What do I need to open an account?
Published December 4th, 2024 by Nathan Kondra
In order to open an account you will need to have the following information: Your social insurance number Your spouse's social insurance number (only for Spousal or Joint accounts) Your employment details (income, occupation, employer, address) Your spouse's employment details (if applicable) Your banking information (transit, institution, and accou
What is a Politically Exposed Person or Head of an International Organization
Published December 4th, 2024 by Nathan Kondra
“Politically Exposed Domestic Person” or “DPEP” means an individual who holds or has held within the previous five years one of the following offices or positions referred to in any of paragraphs (a) and (c) to (j) in or on behalf of the Canadian federal government or a Canadian provincial government, or any of the offices or positions referred to i
Load More
