Other Accounts & Services

Other Accounts

Investor's Edge offers a wide range of specialized account services to meet your diverse needs. Ask about our account services for corporations, investment clubs, trusts and estates.

Account Services

The following services will help you build your investments:

• Easy Access
  Sign on just once and you can move easily between your CIBC Investor's Edge and CIBC online banking accounts to get an overall picture of your finances.
• Transfer Funds
  Transfer U.S. or Canadian funds between your CIBC Investor's Edge accounts. If you have a CIBC online bank account, you can transfer these funds between your CIBC Investor's Edge account and online bank account through our Single Sign On feature.
• Managing Your Portfolio
  You have the option of managing your portfolio either through the CIBC Investor's Edge website or through our automated touch-tone telephone service.
• Education Centre
  Broaden your knowledge about investments and strategies that can help you build a stronger portfolio.
• Personal Support
  Receive exceptional service from our Investment Representatives during regular business hours at 1 800 567-3343.
• CIBC Investor's Edge ShareBuilder® Plan
  Investing in stocks? Then consider the CIBC Investor's Edge ShareBuilder Plan. With ShareBuilder, dividends on hundreds of eligible Canadian and American stocks can be automatically reinvested into additional, whole shares. There are no reinvestment commissions or processing fees to pay. All that's required to participate is that your eligible stock's dividend payout is sufficient to purchase at least one whole additional share (dividends cannot be reinvested into partial shares).
• CIBC Investor's Edge FundBuilder® Plan
  It's easy to build your investment account or Self-Directed RSP with the CIBC Investor's Edge FundBuilder Plan. CIBC Investor's Edge offers a regular automatic debit from your bank account (CIBC or another financial institution) into the mutual fund* of your choice on a schedule and amount that you select (minimum regular investment amounts apply).
  
  

  Investment Type Minimum Dollar Amount** Frequency (weekly / bi–weekly / monthly / month end / quarterly / semi–annually) Cash $25 Yes CIBC Mutual Funds $100 Yes Third Party Mutual Funds $100 Yes * (Some fund companies do not provide regular investment plans) ** (Unless a higher minimum is set by the applicable fund company)

® Investor's Edge, CIBC Investor's Edge, Fundbuilder and Sharebuilder are all registered trademarks of CIBC.

The information contained herein is considered accurate at the time of posting. CIBC, CIBC World Markets Inc. and CIBC Investor Services Inc. reserve the right to change any of it without prior notice. It is for general information purposes only. Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.

CIBC Investor's Edge is the discount brokerage division of CIBC Investor Services Inc., member CIPF. CIBC Investor Services Inc. does not provide you with any legal, tax, or accounting advice or advice regarding the suitability or profitability of a security or investment in a CIBC Investor's Edge account. You assume full responsibility for transactions in your CIBC Investor's Edge account and for your investment decisions.

The information on this Web site is general only; it is not intended as specific investment, financial, accounting, legal or tax advice for any individual, and you should not rely on it as such.