Client FAQs

1. How do I use Box to share my files with you?

This guide shows you how to use Box to share sensitive documents with us securely.


2. How do I use DocuSign?

These video demonstrations will show you how to electronically sign documents with DocuSign using either a computer or smartphone.


3. How do I fund my Assante accounts from my bank?

Here is a guide to walk you through the process.


4. How do I gain online access to my Assante accounts with Assante Investor Online?

First, you'll need to register if you haven't done so. Phone access is also available for Android and IOS with the Assante Investor Online App.

You can also use ShareView to share online access with household members who are also clients.