[Introduction]

Now that you’ve registered for online access, you can fund your account and place your first trade.

[Part one: Fund your account]

There are 3 ways to fund your account.

You can deposit funds to your account at any CIBC Banking Centre. Or, contact us to transfer cash or securities from another financial institution.

Online cash transfers is the easiest way to transfer funds if you have a CIBC bank account linked to your Investor’s Edge account. It’s a simple way to deposit funds and start trading right away.

[On a screen, the speaker shows account number and transit number on the application form.]

Let’s complete an online cash transfer. Select Cash Transfers from the menu.

[On a screen, the speaker demonstrates how to Select Cash Transfers from the menu.]

Step one: Enter the details of your cash transfer.

[On a screen, the speaker selects account types to make a transfer, dollar amount and the date, then she selects next.]

Step two: Verify the transfer details and enter your Trading Password. Select Submit Transfer.

[On a screen, the speaker enters her Trading Password and selects Submit Transfer.]

Step three: Review the confirmation page. You can check the status of your cash transfer on the Order Status page.

[On a screen, the speaker reviews the confirmation page and selects View Order Status.]

[Part two: Place your first trade]

Now that you’ve submitted your cash transfer, you can place your first trade.

From the menu, select Trading.

[On a screen, the speaker demonstrates how to select Trading from the menu.]

Step one: Let’s  buy 10 shares of stock ZYN. To find out the current price of the stock, select Get Real Time Quote. Enter the number of shares you want to buy, and the Order Price. Then, select the Order Expiry. Click on the tool tip for help with these fields.

To pay for your trade, select Canadian dollar Investment Account, the account you just transferred money to, from the Pay From dropdown menu.

[On a screen, the speaker demonstrates these steps for making a trade.]

Step two: Verify your order details, enter your Trading Password, and select Submit Order.

[On a screen, the speaker verifies order details and enters a Trading Password and selects Submit Order]

Step three: Review the confirmation page. You can check the status of your trade on the Order Status page.

[On a screen, the speaker reviews Stock Order Entry and selects View Order Status.]

[Conclusion]

That’s it! You’ve funded your account and placed your first trade. Remember, with the CIBC Mobile Wealth platform, you can access your account, transfer funds, place trades, view your orders and more. 

[On a screen, the speaker demonstrates on her smartphone the CIBC Mobile Wealth platform.]

Thank you for choosing CIBC Investor’s Edge.