CIBC 9235 at a glance
What it is: This is the Electronic Funds Transfer Form for Non-CIBC Bank Accounts Only, to authorize transfers of cash between the bank account(s) and CIBC Investor Services Inc. account(s) listed.
Who signs: If you have a Joint Account, all account holders' signatures are required in the Client Signature and Joint Client Signature fields.
A filled-in CIBC 9235 example: a Canadian and a US dollar account linked

How to fill out CIBC 9235, box by box
Branch Contact First and Last Name and Telephone Number
CIBC Investor Services Inc. Account Number and Client Name
Bank Account Information - Canadian Dollar Currency
Bank Account Information - US Dollar Currency (Not available for RESP Accounts)
Client Signature
If your situation is different
Linking a line of credit or other borrowing facility
If you are linking a line of credit or other borrowing facility, you acknowledge that using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.
Linking 3rd party bank accounts to corporate Investor's Edge accounts
Note: Linking 3rd party bank accounts to corporate Investor's Edge accounts is not permitted.
Permitted transfers
Please Note: Only CDN$ or U.S.$ transfers from Canadian financial institutions are permitted. Third party bank accounts cannot be used to settle trades. Transfers from bank accounts where multiple signatures are required will not be accepted.
How to submit
How to submit: Please sign this form and submit it along with a copy of a personalized VOID Cheque or bank account statement showing ALL account holders' names, addresses and the bank account number. This request can be scanned and sent as a REPLY to the Secure Email that you received from Investor's Edge. You can also drop off these documents at your local CIBC Banking Centre or mail them to the following address:
Mail them to CIBC Investor Services Inc. Attention: IE Client Support Team 161 Bay Street, 4th Floor Toronto, Ontario M5J 2S8.
Transfers by telephone or in writing
This authorization form permits the accountholder(s) to direct CIBC Investor Services Inc. by telephone, in writing or via CIBC Investor Services Inc. secure electronic access devices to make transfers in the amount specified at each time of request.
CIBC Investor Services Inc. must receive prior authorization for each transfer.
Transfers may only be made between accounts held by the same person for individual accounts.
The transfer must be in the same currency as the Transfer Account.
Hold Period
Funds transferred from non-CIBC bank accounts will be subject to a hold period: five business days for trading and ten business days for withdrawals.
NSF Charges
The accountholder(s) acknowledge and understand that applicable NSF charges will be applied as necessary.
Cancellation
This authorization may be cancelled at any time upon 10 days prior written notice to CIBC Investor Services Inc. directed to the location at which the CIBC Investor Services Inc. account is located.
Sources
[1] CIBC 9235 (2023/11), Electronic Funds Transfer Form for Non-CIBC Bank Accounts Only, CIBC Investor Services Inc. (the Official source link on this page).






