Assante InvestorOnline

Assante InvestorOnline is a secure online service providing you with access to your Assante Wealth Management account(s) at any time, day or night.

By registering for Assante InvestorOnline, you can conveniently:

  • View your current market value
  • Review the transactions in your account
  • Keep track of your RRSP contributions
  • View and print your Assante documents, including statements, tax receipts and trade confirmations
  • Reduce your paper mailing by electing to only receive electronic copies of your account documents

Instructions for registering: it will only take a few minutes:

  • Visit www.assante.com and click on Client Login (this link will take you to the page)
  • Select Assante InvestorOnline
  • For existing clients, enter your Web Login ID and password
  • For new clients, select “Click to Register” and complete the registration process. You can find your Web Login ID on your most recent Assante Wealth Management account statement*
  • Click “Submit” for immediate access to your accounts online

* Please note that for security reasons, Web Login IDs are not reported on Corporate Accounts, Non-Registered Joint plans or Joint Registered Education Savings Plan (RESP) accounts. Please contact Assante Client Services at 1-800-268-3200 (between 8:00 a.m. and 6:00 p.m. EST, Monday to Friday) for the Web Login ID for these account types.

Following your acceptance of the Online User Agreement and acknowledgment of the Electronic Document Delivery Consent Form, you will be able to access your account(s).

Useful tips for registering:

  • You will come to a page where there are boxes that you will either ‘check’ or leave ‘unchecked’. For the documents that you wish to continue receiving hard copies in the mail as you do now, leave those boxes ‘unchecked’. If you want to stop receiving hard copy, in the mail documents, please ‘check’ the boxes that apply.
  • At any time, if you wish to change your mind about the manner in which you receive these documents, you can go into the section My Profiles and make any changes you want.

If you have any problems with registration, please give us a call at 604.687.7526 (toll-free 1.888.687.8666) and we will be happy to help.

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

© 2022 Assante Vancouver Centre