Transcript: Register for CIBC Investor’s Edge Online Access
Let’s register your approved CIBC Investor’s Edge account for online access. Gather your application form and the account number we gave you when you applied. If you can’t find your account number, contact us.
[On a screen, the speaker shows account number on the application form. The speaker uses her smartphone to contact CIBC Investor’s Edge.]
[Part one: registration]
Using a computer or tablet, go to investorsedge.cibc.com and select Register.
[The speaker demonstrates how to sign on to CIBC Investor’s Edge on her desktop.]
Step one: Enter your account number. Enter your personal information exactly as it appears on your application form.
[On a screen, the speaker enters account number, date of birth, first name and last name]
[Part two: User ID and passwords]
Step two: Change your User ID if you like and create numeric passwords for Sign-On and Trading.
[On screen, the speaker enters User ID, SignOn password and Trading Password and clicks Next]
Step three: Select Proceed to Sign On.
[Part three: Electronic Access Agreement and Disclosures, Personal Verification Questions]
Review and accept the Electronic Access Agreement and disclosures.
[On a screen, the speaker clicks Next on the Terms and Conditions page.]
Now you’ll create your Personal Verification Questions.
- Step One: Enter your trading password.
- Step Two: Create your own question or choose ready-made ones from the list. If you forget a password, you’ll answer these questions to reset it.
[On a screen, for question 1, the speaker chooses “Mother’s maiden name” for question 2 she chooses a ready-made question: “Name your first pet”, for question 3, she chooses “Favourite movie”, and clicks “Next”]
[Part four: Exchange Agreements]
Finally, go to the Exchange Agreements. To start, select Quotes and Research.
[The speaker selects Quotes and Research in the menu and the Exchange Agreements appear.]
Review, complete and accept the agreements so you can get real-time quotes, access market research, and use our mobile platform.
[The speaker clicks on “View Accept’ tab on the “Exchange Agreement Summary” page]
That’s it! You now have full online and mobile access. Next you’ll fund your account so you can start investing online or with the CIBC Mobile Wealth App.
[On screen, the speaker shows a page with a desktop, tablet and a smartphone.]
Thank you for choosing CIBC Investor’s Edge.
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