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HOME
ABOUT VERIDAY
WEBSITE THEMES
- Single Page Website
- Full-Service Website
TRAINING RESOURCES
- Learning & Support
- Materials
CONTACT
SIGN UP

HOME
ABOUT VERIDAY
WEBSITE THEMES
- Single Page Website
- Full-Service Website
TRAINING RESOURCES
- Learning & Support
- Materials
CONTACT
SIGN UP
LOG IN TO YOUR ACCOUNT →
Language - English
- Français
- English

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Veriday Digital Agent Onboarding

Thank you. We will draft your initial site shortly and will then pass over your login credentials by way of an automated email asking to reset your password.

To request creation of your Digital Agent website, please complete the following form.

Name of advisor *

Name of advisor is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Email *

Email is a required field.

Provided email is formatted incorrectly. Please enter a valid email address

Special characters are not allowed here. Please provide valid input for this field.

When do you need your website live by? *

When do you need your website live by? is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Dealer *

Assante Capital Management Ltd. Assante Financial Management Ltd.

Please select one option

Special characters are not allowed here. Please provide valid input for this field.

MFDA or IIROC *

MFDA IIROC

Please select one option

Special characters are not allowed here. Please provide valid input for this field.

Dealer Rep Code *

Dealer Rep Code is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Branch Name (e.g. Sub-Ottawa 2) *

Branch Name (e.g. Sub-Ottawa 2) is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Branch Address *

Branch Address is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Suite

Suite is a required field.

Special characters are not allowed here. Please provide valid input for this field.

City *

City is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Province *

Province is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Postal Code *

Postal Code is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Business phone number *

Business phone number is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Personal or cell phone number (optional)

Personal or cell phone number (optional) is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Toll-free phone number (optional)

Toll-free phone number (optional) is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Fax number (optional)

Fax number (optional) is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Approved job title(s): *

Approved job title(s): is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Approved designation(s): *

Approved designation(s): is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Please select the website template that you would like to migrate to: *

Single page website Full-service website

Please select one option

Special characters are not allowed here. Please provide valid input for this field.

Please select the language that you would your website available in: *

English French English and French

Please select one option

Special characters are not allowed here. Please provide valid input for this field.

Advisor biography

Advisor biography is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Do you have an assistant, team member, or external consultant who will need access to your website? *

Yes No

Please select one option

Special characters are not allowed here. Please provide valid input for this field.

If you answered "Yes" above, please enter the name, phone number, approved job title, and email addresses for those who require access.

If you answered "Yes" above, please enter the name, phone number, approved job title, and email addresses for those who require access. is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Please enter the name and email addresses for anyone who should be copied onto the ticket for your site creation request.

Please enter the name and email addresses for anyone who should be copied onto the ticket for your site creation request. is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Additional comments:

Additional comments: is a required field.

Special characters are not allowed here. Please provide valid input for this field.

The sum of the numbers is incorrect.

Add the following numbers

Additional changes?

If you require additional changes, such as uploading content not provided through this intake form or customizations to the website template, please reach out to your Regional Vice President for approval. Once approved, please contact service@veriday.com detailing the required changes for assessment and estimation.

CI Assante Microsite
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service@veriday.com
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5450 Explorer Dr #500, Mississauga, ON L4W 5N1
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