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.