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 gladly refund this fee for transfers over $25k, up to a maximum refund of $150. Just send us a statement from your previous institution showing the charge and we will credit your account. Please note that we are not able to refund Deferred Sales Charges (DSC).
Please get in touch with your Assante Connect advisor if you have any questions before moving an account.