How to register for Assante Investor Online (AIO)
Start with our step-by-step tutorial video on how to register for AIO here
For further assistance, our Assante Investor Online Support Centre is available Monday to Friday 8 a.m. to 6 p.m. ET at 1-888-365-2128, or by e-mail firstname.lastname@example.org.
TFSA & RRSP contribution summary screens – for nominee-held accounts.
Informative – New! Market Value and Asset Mix graphs.
My Portal – An easy and secure way to communicate and share documents with your advisor.
Mobile friendly – Download the AIO App and log-in from anywhere using a smartphone or other mobile device.
Easy to use – Easily navigate through account balances, transaction history, and reporting details with a simple click.
Paperless – Opt in for e-delivery of account documents.
Simplified tax reporting – Consolidate tax documents into a single PDF.