Is there a minimum investment amount?

There is no minimum amount to open an Assante Connect account, however,  your client will need to have at least $1,000 in the account before our Portfolio Managers can invest the funds.  This is required to purchase investments according to the model portfolio you selected and diversify your funds effectively.


Pre-Authorized Chequing (PAC) Plans or Recurring Deposits

Please be advised that minimum investment for PACs is $50.

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