What Services Does Investor's Edge Provide?


Quick Answer

Investor's Edge services include funds transfer, portfolio management, easy online access and an education center, according to CIBC Investor's Edge. The company has a FundBuilder plan for clients who want to build their investment account and a ShareBuilder plan for those who want to invest in stocks.

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Full Answer

Clients can easily sign up for an online account to access and manage their Investor's Edge account, reports CIBC Investor's Edge. This account also makes it easy for clients to transfer funds between their various Investor's Edge accounts.

Investor's Edge has a mobile brokerage app that makes it easier for clients to manage their portfolio from their smartphones, explains CIBC Investor's Edge. They can also manage their portfolio online. The company has an education center that is a knowledge base for anyone who wants to learn more about investment strategies.

As of 2015, clients can receive personal customer service by calling 1-800-567-3343 during business hours, states CIBC Investor's Edge. Individuals who want to build their self-directed retirement savings plan or other investment account can register for the FundBuilder plan. This service automatically debits a regular amount from the client's account into a mutual fund of his choice. Clients who want to invest in stocks can join the ShareBuilder plan. This service automatically reinvests dividends from eligible stocks by using the funds to purchase additional whole shares.

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