What is Assante Connect?

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

Who can open an Assante Connect account?

Clients invited by an Assante advisor are able to open accounts at Assante Connec...

How do I open a Assante Connect account?

To open an account, you will need an invitation from your Assante advisor. If you...

Verifying your identity

After you have submitted an Assante account application, our team will be working...

What type of accounts can I open?

Assante Connect offers a full suite of registered and non-registered account to s...

Is there a minimum investment amount?

Accounts at Assante Connect require a minimum balance of $1,000 in order to be in...

Can a non-resident individual open an account?

Yes! If you are a Canadian citizen residing in another country (commonly known as...

What is a Trusted Contact Person

Canadians are living longer than ever before, and older Canadians are increasingl...

Who is CI Investment Services (formerly BBS Securities)?

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

Savings Account Frequently Asked Questions

What are the benefits of Assante Connect’s Savings Account? Earn 2.25% interest. ...

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