Logging in

From the 'Key Links' section of the Navigator Home page, select the 'Assante Connect' link and proceed to sign in with your Navigator credentials. 

Once you have successfully entered your credentials, you will be prompted to grant Assante Connect with the necessary permissions before you can continue. Select 'Allow' to proceed. 

Note: that this will only appear the first time you access Assante

Profile Details 

Once you have allowed access, you will be directed to the Assante Connect Advisor portal. You may now proceed with reviewing your profile details and adding a picture (optional) by clicking Create Profile. 

Note: Your profile details are supplied by Navigator and cannot be updated via the tool. Please contact Branch Practices if you notice any errors.

The next step is to start inviting clients. Details can be found in the article, How do I invite clients?

If you have any issues accessing the site via Navigator, please contact [email protected] for assistance.