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    Do I need to open an account with a custodian?

    Written by Joelle Vaillancourt

    Updated at April 30th, 2026

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    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 Digital 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 you.

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    CI Digital Wealth ("CIDW") is a registered trade name for CI Investment Services Inc., providing portfolio management and online advice services. CI Investment Services Inc. ("CIIS") is a registered investment dealer under the securities legislation of all provinces and territories in Canada, a member of the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF) . The information contained herein is intended exclusively for Canadian residents and does not constitute an offer to sell or a solicitation in any foreign jurisdiction.

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