CI Assante Microsite

Sorry we couldn't submit this form at this time. Please try again later.

Veriday Digital Agent Onboarding

Thank you! We’re drafting your site now. A support agent will follow up via email with the next steps for your launch.

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

Name of requesting advisor *

Email *

Registered team name (optional)

Registered team email (optional)

When do you need your website live by? *

MFDA or IIROC? *

MFDA IIROC

Dealer *

Assante Capital Management Ltd. Assante Financial Management Ltd.

Dealer Rep Code *

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

Branch Address *

Suite

City *

Province *

Postal Code *

Business phone number *

Personal or cell phone number (optional)

Toll-free phone number (optional)

Fax number (optional)

Team phone number (optional)

Approved job title(s) *

Approved designation(s): *

Select your website template *

Single page website Full-service website

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

English French English and French

Advisor biography(s)

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

Yes No

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

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

Additional comments:

The sum of the numbers is incorrect.

Add the following numbers

Have additional updates?

Digital Agent is a self-serve platform, so you can freely customize your website content after your site has been created.

The Digital Agent team is available to provide instructional assistance through our Advisor Support Centre.

Contact the Digital Agent team

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 registrations@ci.com for approval.

Once approved, please contact service@veriday.com detailing the required changes for assessment and estimation.

Do it For Me

If you’d like direct support with making changes, the Digital Agent team offers a "Do it For Me" Service, where our team handles your website updates for you.

Please see Digital Agent's “Do It For Me” Website Updates page for more information.