Here’s what you need to know
A “7” will be added to the start of your existing CIBC Personal Portfolio Services account number.
Settlement periods have moved to an industry standard of 1 business day (Transaction day + 1 business day) settlement for all mutual funds.
You can now review your CIBC Personal Portfolio Services Account holdings details through CIBC Online Banking®.
How to review your CIBC Personal Portfolio Services Account online
- Book value of investments
- Market value of investments
- Unrealized gain/loss on investments
- Value of cash held