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Gain fast, secure access to your CI book of business
Log in to AdvisorOnline
AdvisorOnline provides fast, secure access to your CI book of business and other important information.
Please call CI Client Services at 1-800-563-5181
Monday to Friday, 8 a.m. to 8 p.m. ET.
View client holdings, account documents, and generate reports
Statements available directly through AdvisorOnline
Review and download a report of settled transactions
Access marketing materials andapplication forms.