Sales and marketing support
ClientView: Access client accounts
Through ClientView, you will be able to access client and annual-tax statements.Login
Don't have a ClientView account?Register
Please note that effective September 24, 2018, when you login or register on this page you will be redirected to CI AdvisorOnline, where you will be able to access all of your account information. We will provide you with more information on this change as we get closer to the transition date.