Justwealth Account Requests

Account Transfer

Move your investments to Justwealth.


Set up or edit payments from your bank account.

New Account

Open an additional investment account.


Withdraw funds from your account.

Address Change

Moved recently? Update your address.


Add a beneficiary to account. Please print and mail.
*Please print beneficiary form and complete it manually. After completion, please mail it to Justwealth’s custodian (CI Investment Services) at the following address:
CI Investment Services Attn: Justwealth Accounts
199 Bay St. Suite 2600 P.O Box 108
Toronto, ON M5L 1E2

Have a question? Call us at 1.866.407.JUST