To open an account, you will need an invitation from your Assante advisor. If you have questions about receiving this, please get in touch at [email protected].
Once your advisor sends an invitation, you can click the link in the email, set up your login information, and begin the account opening process. If you already have login information set up, just log in to your account and click 'Open an Account' in the top right-hand corner of your dashboard to start this process.
- Select the account type
- Answer risk tolerance questions
- Select a model portfolio
- Confirm personal details
- Answer regulatory questions
- Add bank information for future transactions
- Enter account funding instructions (optional)
- Review and submit details