How do I transfer out my Network Wealth Private Investment Management account?

Modified on Fri, 7 Jun at 9:37 AM

We’re sorry to see you go! If you hadn’t yet spoken with a team member about any questions or concerns regarding your account, please don’t hesitate to submit a request here - and we’ll be in touch with you shortly.


If you wish to proceed with transferring out your account, you simply need to initiate an incoming account transfer request directly with your receiving institution. For more information, we recommend contacting your receiving institution directly.


Please find below the information of our custodian for reference, if needed:


CI Investment Services Inc.

Address: 15 York Street, 2nd Floor, Toronto, ON M5J 0A3, Att: Account Transfers

Phone: (1877) 310 - 1088 Fax: (416) 288 - 8611

[email protected]

 

You will also need your Account Number, which can be found on your monthly statement and/or account documents.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article