For CIBC Mutual Fund Account clients

We’re working on making account details for your CIBC Investment Account available through online banking. These enhancements will be available in phases and will include detailed account information such as account holdings, transaction history, a visual summary of your asset breakdown, rate of return, total market value, average cost, plan contributions and withdrawals, beneficiary information, and trusted contact person. These will become available as follows:

• Early 2025
  • View account holdings 
• Summer 2025
  • Transaction history
• Fall 2025
  • Beneficiary information
  • Contribution summaries and withdrawal information
  • Grant and notional information for RESPs and RDSPs
  • Performance information, including a graph
  • Trusted contact person information
  • Minimum and maximum and elected payment amounts for LIFs and RIFs

In the meantime, account holdings and transaction history can be found on your statements, available online through My Documents. You can also find more up-to-date information by contacting your advisor or CIBC Telephone Banking.

CIBC Investment Account details are available through online banking where you’ll find a consolidated view of your CIBC Investment accounts, trade confirmations and you’ll have access to all your documents and electronic statements in My Documents.

Your CIBC Investment Account statements are available online in My Documents regardless of your selected mailing preferences. Online statements are available for up to 7 years and you can print or save copies to your computer if you want to keep them longer. If you’re currently receiving statements by mail and no longer want to, you can change your mailing preferences by signing on to online banking, going to “Statement preferences,” and then selecting “Edit preferences.”

Your CIBC Investment Account confirmations are available online and can be found in the “More” section in the menu. They are available online for up to 7 years and you can print or save copies to your computer if you want to keep them longer. 

Your new CIBC Investment Account will allow you to hold CAD and USD cash, CIBC and Renaissance Mutual Funds and CIBC GICs all within the same account.

CIBC Investment Account statements have been enhanced so that all account statements will be mailed together and have a summary page with a consolidated view of your CIBC Investment accounts. The new statements will also include the following:

• Activity summary
• Investment performance
• Investment profile
• Accounts broken down by asset class
• Investment details grouped by currency (CAD and USD only), including Book Value
• Contribution and withdrawal information for registered accounts
• Detailed transaction summary, broken down based on currency
• Annual fee summary 

 New: View sample statement (PDF, 3.2 MB) Opens a new window.

The cash in your CIBC Investment Account will be used to settle any purchases, as long as the money is in your CIBC Investment Account before the transaction take place. Allow up to one business day for the money to move from your CIBC Bank Account to your CIBC Investment Account, and vice versa. 

The money from the sale of investments held within your CIBC Investment Account will be deposited to your CIBC Investment Account and can be transferred, upon your request, to your CIBC bank account after the settlement date.