Client Logins

We have multiple client logins depending on what you need. Your access to each service will be granted once you have opened your account.

Custodial Statements

To view your monthly statements, simply login to CI Investor Services (CIIS) using the link below:

Sharing Files Securely

To view signed documents and share files securely with us, click the link below:

Financial Planning

Access to your Conquest Planning Portal to see your total financial dashboard and current plan ↗