Email is a crucial means of communication between clients and advisors. We are always looking for a convenient and secure solution for sharing our confidential communications and documents. Assante InvestorOnline is that solution. It's been designed to provide you and your Assante advisor with a secure and private communication gateway, and around-the-clock access to important information about your account.
You can communicate directly with your advisor knowing that your information will be kept private and safe.
Easily navigate through your account balances, transaction history and reporting details at your convenience.
Receive important documents and statements digitally, to help preserve the environment and protect both our postal workers and you.
Providing you with an online experience to oversee your accounts and more, any time, day or night is part of our committment to delivering complete financial advice. To register, please visit the link below.