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

During the sign-up process, you will be asked a series of questions (“Know Your C...

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

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

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

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

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

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

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

As an Assante Connect client, you benefit from the expertise of portfolio manager...