Advisor Access

Gain fast, secure access to your CI book of business  

What is AdvisorOnline?

AdvisorOnline provides fast, secure access to your CI book of business and other important information.

This includes:

  • Sales, assets and service fee information
  • Access to client account information through eCISS
  • Account documents, including statements and tax receipts
  • Client account reports, including DSC, systematic plans and much more
  • Access to WealthView, our interactive financial planning tool
  • Summaries of your clients’ recently settled and pending transactions
  • Taxation, retirement and estate planning resources
  • Professional development resources

Not registered for AdvisorOnline or need help logging in?

Please call CI Client Services at 1-800-563-5181
Monday to Friday, 8 a.m. to 8 p.m. ET.

eCISS

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View client holdings, account documents, and generate reports

Documents

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Statements available directly through AdvisorOnline

Transaction confirmations

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Review and download a report of settled transactions

Online order forms

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Access marketing materials andapplication forms.