How liquid are my investments?

All Assante Connect investments are liquid, and in most cases funds can be in you...

How is my portfolio determined?

During the sign-up process, you will be asked a series of questions to determine ...

What if my account value falls below the minimum?

If your account value falls below the investment minimum of $1000, due to market ...

How frequently are accounts rebalanced?

Rebalancing is automatic. Accounts are continuously monitored and rebalanced if t...

Can I change my portfolio?

At Assante Connect we work with you to determine the most appropriate investor st...

What is Original Cost?

Original Cost (shown on your Holdings Report) means the total amount paid to purc...

Understanding the Dashboard

Your Dashboard reports tell you how your account has performed. It can help you a...

What happens if I change my mind?

Investments at Assante Connect can be sold at any time and not subject to any sal...

What is an ETF?

An ETF, or Exchange Traded Fund, is an investment instrument that is traded on an...

How is my rate of return calculated?

The rate of return on your dashboard is a Money-Weighted Rate of Return, calculat...

What is total percentage return?

This represents gains and losses of an investment over a specified period of time...

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