Advisor Access

What is AdvisorOnline?

AdvisorOnline provides fast, secure access to your CI book of business and other important information.

This includes:

  • Sales, assets and service fee information
  • Access to client account information through eCISS
  • Account documents, including statements and tax receipts
  • Client account reports, including DSC, systematic plans and much more
  • Access to WealthView, our interactive financial planning tool
  • Summaries of your clients’ recently settled and pending transactions
  • Taxation, retirement and estate planning resources
  • Professional development resources

Not registered for AdvisorOnline or need help logging in?

Please call CI Client Services at 1-800-563-5181
Monday to Friday, 8 a.m. to 8 p.m. ET.


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View client holdings, account documents, and generate reports


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Statements available directly through AdvisorOnline

Transaction confirmations

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Review and download a report of settled transactions

Online order forms

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Access marketing materials andapplication forms.