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Investment accounts

Registered accounts

Registered Retirement Savings Plan and Registered Retirement Income Fund

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First Home Savings Account

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Locked-in Retirement Savings Plan

Locked-in Income Fund

Fund and transfer

Fund and transfer from your account

Transfer cash instantly from CIBC and Simplii. Link your accounts, if you haven’t already.

Link and transfer from your bank account


Sign on and go to Transfers and Exchange and choose Transfer Cash.

Transfer from another financial institution

Investment accounts

Registered accounts

Make a withdrawal

For RRSP, RRIF and locked-in income fund accounts only.

Depending on where you live, the requirements for withdrawing from your locked-in plan vary. To make a withdrawal, call us at 1-800-567-3343 Opens your phone app..

Both forms must be completed to make a qualifying withdrawal from your FHSA:

Taxable withdrawal: Any withdrawal from your FHSA that’s not for the purchase of a qualifying home requires you to complete the FHSA Withdrawal Form (PDF, 135 KB) Opens in a new window.

Set up US trading

Investment accounts

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Show forms

Show forms

Registered accounts

Registered Retirement Savings Plan and Registered Retirement Income Fund

No additional forms.

Tax-Free Savings Account

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Registered Education Savings Plan

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Locked-in Retirement Savings Plan

No additional forms

Locked-in Income Fund

No additional forms

Here's where to send your completed PDF forms

Email

1. Sign on to chat with us — hint: it’s likely faster — or call us at 1-800-567-3343 Opens your phone app..

2. We'll send you a secure email.

3. Reply to the secure email and attach your completed forms.


In person

Drop off your forms at any CIBC Banking Centre and we'll take care of the rest.


Mail

Send your completed forms to:

CIBC Investor Services Inc.
161 Bay Street, 4th Floor
Toronto, Ontario
M5J 2S8