Do I need to open an account with a custodian?
Written by Joelle
Updated at May 28th, 2025
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 you.