CI Investment Services Inc. Account Opening Documentation

How to Submit a Paper Application

Step 1: Print, fill out and have the client sign the applicable account application form(s).
Step 2: Email, Fax or Mail the completed and signed documents to CI Investment Services Inc. (CIIS). CIIS will review the documents and notify you once the account(s) have been opened.

Fax: 416.288.8611
ATTN: New Accounts
CI Investment Services Inc.
15 York Street, 2nd Floor, Toronto, ON, M5J 0A3


Non-Registered Accounts



Please contact CI Investment Services for opening Institutional Accounts.


Registered Accounts

TFSA (Tax-Free Savings Account)

RRSP (Registered Retirement Savings Plan) & RRIF (Registered Retirement Income Fund)

RESP (Registered Education Savings Plan)

FHSA (First Home Savings Account)


Account Transfer

Individual / Corporate

Additional Forms


Investor Protection




Declaration of Trusts