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What types of fees will CI Digital Wealth charge on my accounts?

Written by Joelle

Updated at May 28th, 2025

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Table of Contents

What about the cost of the portfolios?

CI Digital Wealth charges a monthly management fee on the assets we manage for you. This fee includes our portfolio management, trading charges, rebalancing, and financial advice, among other things. You will see the management fee deducted directly from your accounts, and you can review the charges in your account's transaction history. 

We do not charge additional fees for transactions, such as withdrawals or portfolio switching. 

What about the cost of the portfolios?

Each investment funds in a portfolio have their own management cost, expressed as the Management Expense Ratio (MER). MERs are embedded in the funds' reported performance, so you will not directly see this charge be applied in your account's transaction history. 

You can get more information on our management fee, the MERs of our portfolios, and the services that are included on our pricing page.

account fees charges

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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 specifically for Canadian residents only and does not constitute an offer to sell or solicit sales in any foreign jurisdictions.

CIRO - Canadian Investment Regulatory Organization

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