CBIS aims to provide a seamless online experience for our investors, making your account management as convenient as possible. Please note that we periodically update our forms to better serve our investors. To ensure timely processing, be sure to use the most recent form available. Any outdated forms received will not be accepted, and will delay processing.
CBIS Account Services
Magnus® Service Center
Dedicated phone number to reach your Magnus® representative:
(888) 966-1703
CUIT Audit requests should be submitted by mail or fax to:
CBIS Account Services
PO Box 9683
Providence, RI 02940-9683
Fax: 844-261-6489
To avoid delays, please ensure that the request includes your account number and is signed by an authorized signer. Audit request may take up to 20 days for completion. To check the status, please call Account Services.
