CI Direct Investing

313 reviews
Content rating
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

Convenient on-the-go access to savings, investments, and financial advice — so you can stay better connected to your money wherever you are.

Whether you've got $1,000 or $1 million, accessing professionally managed investments and financial advice is ridiculously easy with CI Direct Investing.

Get a professionally managed portfolio in minutes.
We'll match you to the right account type and investment portfolio for your goals. Invest in thousands of companies from around the world, ⁠all professionally selected to help grow your money.

See how your money is growing.
Get at-a-glance insight into how you’re progressing towards your goals with your personalized dashboard.

Keep more of your money.
With fees that are less than 1/2 of a typical mutual fund, more of your money can stay invested. Learn more at

Improve your savings habits.
Save more on-the-go with our easy to use recurring deposit feature.

Manage money quickly.
Transfer money between your investment account and another institution.

Get clarity.
On-demand access to your portfolio’s holdings and the fees you’re paying.

Earn on every dollar with your free savings account.
Open a High Interest Savings Account and earn 0.5% toward your goals. No fees. No restrictions.

Download the CI Direct Investing app and open an account in minutes.

For feedback and support on using the app, or to report bugs, please contact us at
Updated on
Apr 10, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Location, Personal info and 3 others
This app may collect these data types
Location, Personal info and 7 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

308 reviews
A Google user
December 29, 2019
Used this app to get started in stocks (ETFs) a year ago. It has been great so far. I didn't really know much about investing or where to start. I really like the visual graph wealthbar uses to show your returns and how you can break it down for a certain time period. I've enjoyed pretty nice returns which I believe had to do with the time I invested as well as the investments picked by wealthbar. Low fees are a huge bonus also. .
1 person found this review helpful
Did you find this helpful?
Aaron Hall
November 18, 2020
Great app, and service overall. Very well laid out and easy to use. Advisors are very helpful and easy to make appointments with. Previous people leaving negative reviews about being unable to access the app overreacted in my opinion as the bug was fixed within a day and all is back to normal. Excited for their self-directed option to release in the future.
3 people found this review helpful
Did you find this helpful?
CI Direct Investing
November 25, 2020
Hi Aaron, thank you for your public review. We really appreciate the kind words and try to make your experience on CI Direct Investing as smooth as possible. We'll keep your excitement for a self-directed option in mind when planning our upcoming releases. Cheers!
A Google user
December 29, 2019
Most annoying roboadvisor I've used! Compared to wealthsimple or Mylo, it is the least automated. For some reason, after I deposited money it was not invested for a month, and when I asked they were like 'you had to respond to this email to let us know it is Ok'. Why couldn't I do it from the app? And now I have been waiting for 2 weeks for a withdrawal. It took so long I had to send in a chat again! Would definitely not recommend after testing it for two months.
Did you find this helpful?
CI Direct Investing
January 9, 2020
Hi Ali, I am very sorry to hear that you had a negative experience. I believe our Customer Success Manager has been in contact with you regarding your comments and concerns. If there is anything we can help with in the future, then please do not hesitate to contact us. Thanks!

What's new

Introduced enhanced client checkup process and updated account notifications.