Track your investments and wealth management goals anytime anywhere.
CI Investment Services uses institutional-grade analytics to give you real-time intelligence and secure access to your account and portfolio information.
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Download the app to get:
• Your consolidated portfolio value and performance over select time periods
• An overview of your portfolio activity – income earned, deposits and transactions
• Account details, including returns and holdings
• Your portfolio allocation and performance segmented by sectors and asset class
• Material information on specific securities and holdings
• Customized settings to view your investments and account details at the account or IP Group level, and in Canadian or U.S. dollars
• Multi-factor authentication for additional security