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CIBC Investors Edge

Import your CIBC Investors Edge trade history into Sharesight and keep your ongoing trades in sync automatically.

How to import your CIBC Investors Edge historical trades

  1. Log in to CIBC Investors Edge.

  2. Go to Account Information > Transaction history.

  3. Set the date range to cover all trades since inception.

  4. Download the file.

  5. In Sharesight, click Add Investment > Upload via brokers, search for CIBC and upload the file.

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How to automatically import future CIBC Investors Edge trades

CIBC Investors Edge sends a trade alert email each time a trade is executed. The subject line contains the trade type, quantity, ticker, and executed price. The first line of the email reads: "You have just received a Trade Alert from CIBC Investor Services Inc."

You have two options to get these into Sharesight automatically:

Option 1 — Forward manually: Forward each trade alert email from CIBC directly to your Sharesight portfolio email address.

Option 2 — Set up an automatic forwarding rule: Set up a forwarding rule in your email inbox so trade alerts are sent to your Sharesight portfolio email address automatically. See how to set up email forwarding.

After importing your CIBC Investors Edge portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.