Assante Investor Online is a secure self-service portal that allows you to stay informed of your Assante investments and easily access account-related information. This useful tool provides:
Account Access
View balances, holdings, transactions, and performance details across investment accounts.
Statements & Documents
Access electronic account statements, tax slips, trade confirmations, etc.
Portfolio Tracking
Monitor portfolio allocation, growth, and historical performance.
Convenience
Available online and via mobile devices, providing 24/7 access.
If you wish to learn how to register online, we encourage you to view this video tutorial. If you have any questions, please don’t hesitate to reach out to our office and we would be happy to walk you through!