The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
View insurance and health policy details, check MPF and investment fund holdings. Submit and track claims, manage policy changes like direct debit setup. Access account information and update personal details securely.
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
View account balances and portfolio details in real time. Track holdings and asset allocation. Monitor performance of individual assets and overall portfolio. Receive alerts for account activity.
Invest in funds with SIP, lumpsum, or switches. View portfolio details and transaction history. Set reminders for SIP payments. Track fund performance and receive alerts for market updates. Manage investments and switch between schemes instantly.