What is Assante Connect?

Assante Connect is an online investment and portfolio management service offering...

How do I know I can trust Assante Connect?

Assante Connect is a registered Portfolio Manager across Canada and regulated by ...

Does Assante Connect have a mobile app?

Yes, Assante Connect has an app for Apple and Android mobile devices. You can fin...

How do I add my Assante Connect account to Mint?

You can easily link your Assante Connect account to Mint, Wealthica and other thi...

Who is CI Investment Services (formerly BBS Securities)?

Assante Connect uses CI Investment Services Inc. as its custodian, which means th...

How do I name a beneficiary to my Assante Connect accounts?

They say only two things in life are certain: death and taxes. And of course, mos...

How do I link my account to my advisor?

In the event that your Assante Connect account is not linked to your Assante advi...

Changes to the Relationship Disclosure Information

As of June 28, 2021 How has the Relationship Disclosure Information changed? We r...

Client Relationship Disclosure Information

Client Relationship Disclosure Information Last updated on June 28, 2021 About th...

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