Assante Connect will reimburse fees on account transfers that have a value of $25,000 or greater. Transfer fees levied by the relinquishing institution typically range between $25 - $150.
Some important details regarding transfer fees are:
- Assante Connect does not reimburse fees related to Deferred Sales Charges (DSC fees), Low Load Fees (LL fees), trading fees, or commission fees.
- Only existing Assante Connect clients with funded accounts are eligible for fee reimbursements.
- Transfer fee reimbursements can take up to 10 business days and will appears as a rebate on your account transactions.
To get started, simply upload a statement do your documents page showing the transfer fee that has been charged to your account that has been transferred to Assante Connect.