Learn Trading With Investor's Edge

Ready to place a mutual fund trade and build your portfolio? We'll take you through the process, step by step.
CIBC Investor's Edge 2-minute read
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Placing a mutual fund trade

Step 1

Tips

  • You can also place a trade directly from "Account Holdings" through the ellipses menu, or from "My Watch Lists" in “Quotes and Research” .
  • Take advantage of the wide range of resources available to help you select the mutual funds that meet your investment objectives. Visit the "Fund Centre" in "Quotes and Research."
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Step 2

Tips

  • Select “Mutual fund symbol search” to find your symbol for “Buy” or “Switch to” trades.
  • If you select "Get quote," the quote will populate on the page for buy and sell orders.
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Step 3

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Step 4

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Step 5

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Step 6

Tips

  • This step only applies to “Buy” and “Buy more of holdings” orders.
  • The final cost of the trade will be determined once the mutual fund is priced at the end of the trading day if you are trading by number of units.
  • Planning on making multiple trades? Save your trading password for the current session.
  • Select "Regular Investment Plan" from the “Trading” menu to make investing easy.
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Confirm the status of your order

Tips

  • Select “Trade fill alerts” to subscribe for and receive email notifications once your trade order is filled.
  • Your orders will show as pending. Once reviewed by Investor’s Edge, the status will change to acknowledged, and once the order has been filled, it will show as contracted.
  • The standard settlement period for most mutual fund trades is the transaction date plus 2 business days (T+2). The settlement period for money market and equivalent mutual fund trades is the transaction date plus one business day (T+1).
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