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MOBILE SERVICES

Introducing CIBC Smart Planner™

Spend, save, plan and budget smarter based on your preferences and spending.

A virtual coach built into our mobile app

CIBC Smart Planner is an intuitive tool that gives you timely insights into your spending habits to help you track and understand your finances better and stay on top of your goals.

How to start using CIBC Smart Planner

Sign on to the CIBC Mobile Banking App® and set up your CIBC Smart Planner in a few easy steps.

STEP 1
Select “My Plan and Insights” from the quick actions menu.

STEP 2
Set up alerts to keep track of your plan.

STEP 3
Select “Create my plan” and follow the guided questionnaire about your financial wellbeing and goals.

STEP 4
Select “Create my plan” and follow the guided questionnaire about your financial wellbeing and goals.

Get familiar with CIBC Smart Planner’s features

Choose your goals

Choose from a list of goals or add custom goals.

Manage your budget

Answer a few questions about your finances and get a customized budget.

Track your net worth

Review and manage your assets and liabilities.

Create healthier financial habits

Get tips based on your debit and credit card activity to help you manage your spending and grow your savings.

Learn more

Let us help with your goals

Book a meeting with your financial advisor if you need additional support.

Meet with us

Get started with CIBC Smart Planner

Available on the CIBC Mobile Banking App® for iOS and Android.

Start your plan today

Sign on

Get our mobile app

Download on the App Store. Opens in a new window.

Get it on Google Play. Opens in a new window.

Frequently asked questions

Questions?

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