Track your investments and wealth management goals anytime anywhere
CI Investment Services
What is it about?
Track your investments and wealth management goals anytime anywhere.
App Screenshots
App Store Description
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.
Read more:
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
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