Brokerages

CI Direct Investing

The full published fee schedule as captured from the brokerage's own pricing pages.

Stock commission

Not published in the capture

ETF buy commission

Not published in the capture

ETF sell commission

Not published in the capture

Options commission

Not published in the capture

Currency conversion

Not published in the capture

Margin rates

Not published in the capture

Admin fees

No separate annual admin fee: the management fee is inclusive of annual account admin fees, custodial fees, trading fees incurred by rebalancing, registration fees (TFSA, RRSP, Spousal RRSP, LIRA, RIF, LIF subject to account minimum) and deregistration fees. Management fee itself: 0.60% per annum on AUM under $150,000; 0.40% on $150,001-$500,000; 0.35% over $500,000, blended across all accounts, accrued daily, debited monthly plus applicable taxes. Advisors-channel clients: 0.50% flat.

Inactivity fee

Not published in the capture

Transfer out fee

Help Centre states: 'CI Direct Investing does not charge any fees to transfer out your accounts.' No dollar amount published; fee schedule states closure/transfer-out fees are not included in the management fee without stating an amount. No full/partial distinction with amounts published.

Account minimums

$100 minimum investment to open an investing account (official Help Centre and pricing page: 'could be as low as $100'); no minimum for savings accounts

Notes from the capture

CI Direct Investing is a managed portfolio service (robo-advisor, formerly WealthBar), not a self-directed brokerage: it does not offer individual stock/ETF/options trading or margin, so those fields are null (not published / not applicable). Do not confuse with CI Direct Trading (formerly Virtual Brokers), the separate self-directed brokerage. Official fee schedule fetched in full from help.cidirectinvesting.com. The cifinancial.com pricing page returned HTTP 429 on browser.open and was NOT retried per instructions; its figures here come from search-indexed text. Transfer-out: CI's pages disagree, Help Centre says no transfer-out fees, fee schedule says closure/transfer-out fees are not included in the management fee (no amount), pricing page says transfer-out fees will be waived if not satisfied; no dollar amount published, recorded as a descriptive string. Portfolio MERs (April 30, 2024 table): ETF portfolios 0.17%-0.23%, Impact 0.49%-0.56%, Private Investment 1.53%-2.92%.

Source: https://help.cidirectinvesting.com/fees-and-minimums/fee-schedule | Captured 2026-11-15