Will Assante Connect reimburse my transfer fees?

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.  

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