Assante Connect’s management fee will be inclusive of the following additional co...

How can my client submit a transfer? We have written a detailed guide on this in ...

Assante Connect uses e-signatures whenever possible but some institutions won't p...

This is a summary of the most common institutions that will accept e-signed trans...

This is a summary of the most common institutions that DO NOT accept e-signed tra...

When submitting transfers to Assante Connect, a statement is uploaded through the...

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

All of our information on the beneficiary feature can be found on the Assante Con...

Can I see the Service Fees I've earned?  Yes. Just log into your Assante Connect ...

If two clients would like to view each other's accounts, they can set this up thr...

When the client logs into Assante Connect, they can tell who their Advisor is by ...

In the event that one of your clients is not linked to your Assante Connect advis...

Problem: Currently users will experience login experience difficulty for Assante ...

Account opening This will take 1 to 2 business days to generate an account number...

Your clients can change portfolios or review them at any point by contacting one ...