Clients invited by an Assante advisor are able to open accounts at Assante Connect. If you have questions about these invitations, please get in touch at [email protected].

You must also meet the following eligibility criteria in order to open an Assante Connect account:

1.  A Canadian citizen or have a valid Canadian Visa.

2.  A resident of Canada.

3.  Meet the minimum age requirement to open an investment account in your province or territory.

4.  Have a valid social insurance number.

5.  Meet identification requirements for opening non-registered accounts.