Depositing Funds into Your Corex account

When depositing funds into your account, you can specify the amount and the account from which the transaction will take place. The process is straightforward and secure.

Depositing Funds

If you are depositing funds via a bank account, the transaction will appear under the name of Corex's custodian institution, CI INVESTMENT SERVICES.

In some cases, you may notice the transaction labeled as BBS SECURITIES. This is the previous operating name of Corex's custodian institution, and it may take some time for your bank to update the transaction name. Rest assured, your deposit is still being processed through the correct custodian.

If you are interested in transferring your funds from an existing account, please refer to the following help centre article for more details: Transferring your account to Corex.

Frequency of Transactions

Corex offers flexibility in how you deposit funds. You can make a one-time deposit or set up recurring, scheduled deposits to help you save and invest regularly.

The available options within the Corex Invest platform include:

• One-time Deposit: You can choose to make a deposit just once.
• Recurring Deposits: Set up deposits to occur on a regular basis, including:
  • Weekly
  • Bi-weekly
  • Monthly

Scheduling Your Deposit

You can choose when you would like your deposit to occur, with the following options available:

• Now: Make an immediate deposit.
• Future Date: Select a future date to complete your one-time deposit or to begin your recurring deposits.

How to initiate a deposit through a bank transfer

1. Click Deposit
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2. Click on Electronic Funds Transfer
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3. Add a new bank account (or choose bank account which was previously added)
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4. Select which Goal and Portfolio you would like to deposit funds into, and choose the frequency of your investment (see above section on Frequency of Transactions) 
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5. Click Continue
6. Once you have reviewed the details, click on Create Deposit
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