October 24, 2016 • Technology
The redesigned Assante InvestorOnline offers a fresh layout with new and improved features. Part of our commitment to providing a complete approach to our clients includes an improved online experience, where you have access to your Assante account information and more, any time, day or night.
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 – 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.
For further assistance speak to your Assante Advisor or contact Assante Service Centre at 1-800-268-3200, Monday to Friday 8 a.m. to 6 p.m. ET or e-mail firstname.lastname@example.org.
Please note that for Client-Name and Third-Party accounts, Trade Confirmations and Tax Receipts are sent by the Fund Company and will not be posted on Assante InvestorOnline.