Assante Connect Demo Site

If you would like to familiarize yourself with the platform, you can use the Assa...

How do I invite clients?

To invite clients, just log in to you Assante Connect Advisor account and follow ...

Account Opening Process

Once you invite a client , they will begin the process below. If your client alre...

RESP & Joint RESP Accounts

Account opening process Clients can follow the Account Opening Process and select...

Joint Individual

Account opening process Clients can follow the Account Opening Process and start ...

RRIF & Spousal RRIF

Clients can follow the Account Opening Process and select the RRIF or Spousal RRI...

LIF & Spousal LIF

Clients can follow the Account Opening Process and select the LIF or Spousal LIF ...

Corporate Accounts

Account opening process Clients can follow the Account Opening Process and select...

High Interest Savings Account Frequently Asked Questions

What are the benefits of Assante Connect’s Higher Interest Savings Account? Earn ...

Informal Trusts

Clients can follow the standard  Account Opening Process  and select the Individu...

How do I sign-up for Assante Connect?

Logging in From the 'Key Links' section of the Navigator Home page, select the 'A...

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