Frequently Asked Questions

CIBC Wood Gundy is a full-service investment firm with about 1,400 Investment Advisors and more than 100 branches across Canada. We offer a comprehensive array of investment and insurance products and services. We supplement the advice provided by our Investment Advisors with offerings from the entire CIBG Groups of Companies and provide value-added services through CIBC Wood Gundy Online. Please see the Financial Planning and Investing Choices sections of this Web site for more details.

We offer a comprehensive array of investment and insurance products and services with a variety of fee arrangements. Increasingly, we find that our clients prefer a fee-based approach. However, please speak to a CIBC Wood Gundy Investment Advisor about how he/she works and the compensation terms that are available.

As a CIBC Wood Gundy client, you will have access to the highly respected research of CIBC World Markets and CIBC Woody Gundy's Private Client Investing through your Investment Advisor and through CIBC Wood Gundy Online (the password-protected section of our Web site). This will give you information on hundreds of companies worldwide and the ability to make more informed decisions with your Investment Advisor. Depending on your interests and portfolio, your Investment Advisor may also periodically supplement this research with his/her own insights and/or third-party material to add value to your investing experience with us.

Your Investment Advisor can enrol you. When you begin your relationship with us, you will receive a comprehensive Welcome Kit that details our services and obligations to you. Within this kit, you will find an Online Access Form that should be completed and returned to your Investment Advisor.

You can contact Client Services at 1-866-271-9393, Monday to Friday, 8:00 a.m. to 6:00 p.m. ET, for online support and passwords.

• Keep your account information and password secret.
• Don't leave your account information or password in an open area where someone might see it.
• Don't send privileged account information (account number, password, etc.) via e-mail.
• Don't use passwords that incorporate your name, telephone number, address or birthdate or those of any close friend or relative.
• Change your password regularly and vary both the text and length each time. If you change your password monthly, don't reuse the same password for at least one year.
• Don't use a password that is the same as your User ID.
• Don't use a password you use for anything else.
• Don't use any part of your bank card number as your password.
• Use a quality anti-virus program as often as possible.
• Close your web browser after signing off or clear your browser's cache.

Contact Client Services to have your password reset. For contact information and hours of operations see Contact Us. You will be asked for some personal information to confirm your identity before your User ID can be unsuspended.

As a CIBC Wood Gundy client, you will get access to the highly respected research of CIBC World Markets and CIBC Woody Gundy's Private Client Investing in the password-protected section of our Web site. This will give you information on hundreds of companies worldwide and the ability to make more informed decisions with your Investment Advisor. If you prefer, you can also ask your Investment Advisor to provide this information to you by other means. In addition to research reports, you'll also get access to quick-changing market data that enables you to keep a direct eye on marketplace behaviour as you review your portfolio.

Through CIBC Wood Gundy Online, you can get the most up-to-date view of your accounts. You'll find the values of your holdings as current as the previous business day, or in the case of equities and options, with just a 20-minute delay. Your account information will include your balances, holdings, transaction history, trade confirmations and account details; you'll also get your statements. If you have any questions about your account information, feel free to speak to your Investment Advisor.

You will get a market overview that provides data for the Canadian and international markets, key numbers and breaking news from Reuters. You will also be able to look at the major movers on five stock exchanges: The TSX, TSX Venture, NYSE, AMEX and NASDAQ. You can get 10 stock quotes simultaneously, news and charts and can create up to five individual portfolio trackers by using the CIBC Wood Gundy Portfolio Tracker tool.

Any investment activity you undertake will be handled on your behalf by your CIBC Wood Gundy Investment Advisor. CIBC Wood Gundy Online is intended to supplement the service provided to you by your Investment Advisor, but not to replace the value he/she brings to the investment strategy and management process.

For your convenience, we make certain forms (e.g., a beneficiary designation form) available through CIBC Wood Gundy Online. These can be easily printed off, quickly completed and returned to your Investment Advisor. We do not offer the ability to update account information online for security reasons. However, we are constantly looking to improve the delivery of our services by providing additional online resources where feasible and desired by our clients.

Yes, you can access your CIBC Online Banking and CIBC Wealth Management Online Investment Accounts using one simple sign-on. By creating an association between your CIBC Online Banking and your CIBC Wealth Management Online Investment Account(s), you can easily navigate between the sites without having to sign on separately.

First, you must have a CIBC Wood Gundy account with online access. If your CIBC Wood Gundy account is not set up for online access, your Investment Advisor can enroll you. To create an association, begin by signing on to either the CIBC Wood Gundy or CIBC Online Banking Web site and then click on either Banking Connection under the Investing tab or Customer Services under the Banking tab, respectively.