We’re sorry to see you go! If you hadn’t yet spoken with a team member about any questions or concerns regarding your account, please don’t hesitate to submit a request here - and we’ll be in touch with you shortly.
If you wish to proceed with transferring out your account, you simply need to initiate an incoming account transfer request directly with your receiving institution and list our custodian. For more information, we recommend contacting your receiving institution directly.
Please find below the information of our custodian for reference, if needed:
CI Investment Services Inc.
Address: 15 York Street, 2nd Floor, Toronto, ON M5J 0A3, Att: Account Transfers
Phone: (1877) 310 - 1088 Fax: (416) 288 - 8611
You will also need your Account Number, which can be found on your monthly statement and/or account documents.
Please note that our custodian's name may be listed differently depending on your institution, such as "CI Financial". For more information on the status of your transfer, we might recommend reaching out to our custodian directly, since they manage the requests.