CI Direct Investing User Reviews

CI Direct Investing
CI Direct Investing
WealthBar Financial Services Inc

Top reviews

Leave a Review CI Direct Investing
  • Pretty good

    Customer service is professional and quick, never had account issues unlike some in the reviews and withdrawals are 7-10 business days which can be a pain if you need it asap but better than others I hear. Wish the app had more to offer but otherwise a great way to save and invest.
  • Poor app

    Ur app cannot show my account after I log in to it with passé n message verification

    Developer Response

    Hi there. We're sorry to hear you are experiencing difficulties with the app, and we'd be happy to look into that for you! Please send us a message, including your full name and a short description of the issue, at support@cidirectinvesting.com. Our team will work with you to resolve that issue promptly.
  • Won’t let me log in

    I created and verified an account, which I’m able to log into on web browsers. However, when I try to log into the app, and put in the verification code sent to my phone or email, it tells me “verification error, check username or password”.

    Developer Response

    Hi there. We're sorry to hear you are experiencing difficulties logging into the app, and we'd be happy to look into that for you! Please send us a message, including your full name and a short description of the issue, at support@cidirectinvesting.com. Our team will work with you to resolve that issue promptly.
  • Who redesigned this

    I loved wealthbar and when you bought it you promised it will be ok. Not only did your marketing strategy involved obnoxious redesign notifications, the actual UX and UI of what was done is abysmal. That's from a UX designer. The typefaces, the placements, the dollar sign at the END of the sum... I can't even.
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    Developer Response

    Thank you for your feedback. We are always looking to improve and will pass this onto our product team. Regarding the $ at the end of a sum, this should only occur if your language settings are set to French. If that is not the case, please contact us at info@cidirectinvesting.com and we will work with you to investigate this issue.
  • One of the best, if not thee best Apps

    One of the best, if not thee best apps for RRSP investment, easy-to-use intuitive dashboard & user friendly, simple and straightforward!
    Not very many use a clear graphic representation, but this one does.
  • Excellent service

    Gens compétents et excellent service
  • This was a very smart decision on my part

    The WealthBar Robo-advisor was chosen over all others because of the ETFs they choose and how they choose them -very sound principles. The five different ETF portfolios made it easy to choose, with the advisor’s help, the best mix for me. The advisors actually DO respond to emails in a timely manner and DO answer the question(s) AND will offer better or other suggestions. I love it that I can make an appointment for a telephone meeting for questions and advice. The mobile platform is so easy to use on my iPhone. The web based platform which I use with my MacBook is even better. I can see the progress of my investments easily. I have been a DIY investor for almost 20 years. It’s a weight off my shoulders to let WealthBar do the driving now; I can sit back and just watch.
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  • Service

    Zero service

    Developer Response

    Hi there, thanks for your feedback and we apologize for an unpleasant experience. Do you mind sending more details as to why to info@cidirectinvesting.com? We're here to listen on how to improve your experience with our mobile app.
  • Love this app

    😍
  • Amazing but missing WB instead of CI

    Love the app, the bank, amazing but sad that the name and logo have changed. It became to serious and lost the « user lovely » side of WB

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