Will I have to pay a fee if I move my investments to CI Digital Wealth?
Written by Joelle
Updated at May 28th, 2025
While most other institutions do charge a transfer fee, we will gladly refund this fee for transfers over $25k, up to a maximum refund of $150. Simply provide us a statement from your previous institution showing the fee you were charged and we will refund you. However, we are unable to refund fees incurred by DSC charges on mutual funds. Feel free to ask our team if you're unsure about transfer fees.
