Are there fees to move my investments in or out of Assante Connect?

Transferring in

While most other institutions do charge a transfer fee, Assante Connect will gladly refund this fee for transfers over $25,000, up to a maximum refund of $150. Simply provide us with a statement from your previous institution showing the fee you were charged and we will refund you. Please note that we are unable to refund fees incurred by deferred sales charges. Feel free to ask your advisor if you're unsure about transfer fees.

Transferring out

In the event that you want to move to another institution, Assante Connect will not charge any fees to move the account. If the transfer takes place mid-month, our management fee will be applied on a prorated basis for the portion of the month we were managing the account but this is not an additional fee. 

Can't find what you are looking for?

Contact Support