iPhone Screenshots

Description

Convenient on-the-go access to savings, investments, and financial advice — so you can stay better connected to your money wherever you are.

Whether you've got $1,000 or $1 million, accessing professionally managed investments and financial advice is ridiculously easy with CI Direct Investing.

Get a professionally managed portfolio in minutes.
We'll match you to the right account type and investment portfolio for your goals. Invest in thousands of companies from around the world, ⁠all professionally selected to help grow your money.

See how your money is growing.
Get at-a-glance insight into how you’re progressing towards your goals with your personalized dashboard.

Keep more of your money.
With fees that are less than 1/2 of a typical mutual fund, more of your money can stay invested. Learn more at www.cidirectinvesting.com/pricing

Improve your savings habits.
Save more on-the-go with our easy to use recurring deposit feature.

Manage money quickly.
Transfer money between your investment account and another institution.

Get clarity.
On-demand access to your portfolio’s holdings and the fees you’re paying.

Earn on every dollar with your free savings account.
Open a High Interest Savings Account and earn 0.5% toward your goals. No fees. No restrictions.

Download the CI Direct Investing app and open an account in minutes.

For feedback and support on using the app, or to report bugs, please contact us at info@cidirectinvesting.com.

What’s New

Version 2021.5

Bug fixes and performance improvements. For feedback and support on using the app, or to report bugs, please contact us at info@cidirectinvesting.com.

Ratings and Reviews

4.6 out of 5
445 Ratings

445 Ratings

Moesly ,

Solid choice

Too busy to bank, but WB gets it done

Developer Response ,

Hi Moesly - thank you for the kind words!

Iaxia ,

Looks good

Nice changes. Would like the Custom Date range filter back though.

Developer Response ,

Thanks for the review and suggestion, laxia! We're happy you like the updates.

bobette911 ,

Nice team

Wealthbar isnt perfect but their team work hard for you to be 100% satisfied!! Keep up the good work

Developer Response ,

Thanks for the kind words, bobette911! We are continuously improving the app; more new features are coming in the next few months. Stay tuned!

App Privacy

The developer, WealthBar, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Purchases
  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics
  • Other Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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