"It’s the right time to go online. Get secure access to your account and portfolio information anytime anywhere with Assante Wealth Management’s encrypted Assante InvestorOnline (AIO) app.
The benefits of the AIO app include:
- Easy navigation to your account balance, transaction history, tax receipts and reporting details
- Rate of return feature providing your investment returns at the portfolio and account level over a variety of time periods from YTD to since inception.
- Paperless, green document delivery, allowing you to receive important documents and statements digitally
- Timely electronic document delivery so you get your statements online up to two weeks faster than mailed statements.
- Access to historical documents for up to seven years. You can save any report as a PDF file and even merge multiple tax documents into a single file.
- Convenient 24-hour access
To register:
- Locate your Web Login ID in the top right-hand corner of your paper statement, along with your account number further down on the page. Have the last four digits of your SIN or business number for corporate accounts ready.
- Go to the Assante InvestorOnline page at www.assante.com/login, and click Register Now. Fill in your personal or corporate information, then review and accept the terms and conditions. "
The benefits of the AIO app include:
- Easy navigation to your account balance, transaction history, tax receipts and reporting details
- Rate of return feature providing your investment returns at the portfolio and account level over a variety of time periods from YTD to since inception.
- Paperless, green document delivery, allowing you to receive important documents and statements digitally
- Timely electronic document delivery so you get your statements online up to two weeks faster than mailed statements.
- Access to historical documents for up to seven years. You can save any report as a PDF file and even merge multiple tax documents into a single file.
- Convenient 24-hour access
To register:
- Locate your Web Login ID in the top right-hand corner of your paper statement, along with your account number further down on the page. Have the last four digits of your SIN or business number for corporate accounts ready.
- Go to the Assante InvestorOnline page at www.assante.com/login, and click Register Now. Fill in your personal or corporate information, then review and accept the terms and conditions. "
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