How do I open a Assante Connect account?
To open an account, you will need an invitation from your Assante advisor. If you...
How do I move funds from my bank to Assante Connect?
You can set up a one-time or recurring deposit from your bank account to your Ass...
How do I transfer an existing investment account over to Assante Connect?
You can transfer the accounts you have opened at other institutions to Assante Co...
Will I have to pay a fee if I move my investments to Assante Connect?
While most other institutions do charge a transfer fee, Assante Connect will glad...
How can I view my investments?
We show you both the asset allocation and specific investments we use for your po...
Do you offer corporate or business investment accounts?
Yes! We can open accounts for incorporated businesses, as well as other structure...
What if I just want to pick a few investments on my own?
Assante Connect is not able to accommodate self-directed trading. If you are inte...
High Interest Savings Account Frequently Asked Questions
What are the benefits of Assante Connect’s High Interest Savings Account? Earn 0....