Assante on Taylor
Safeguarding your family’s financial future
InvestorOnline | Discover the difference
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.
Features and benefits
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.
How to register for Assante InvestorOnline
- Visit www.assante.com
- Click Client Login
- Click Login Now under Assante InvestorOnline
- To register, select Register Now and follow the on-screen prompts.
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 service@assante.com.
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.
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.