Introducing Shareview in the Assante Portal

As of September 28th, CI Assante will start rolling out shareview within the client CI Assante Portal. Shareview lets you securely share access to all accounts and documents associated with your Portal login with another Assante Portal user. It can also help you bring multiple Portal logins together under one primary login.

How Shareview works

1. Sign in to the Assante Portal. If you require any assistance with login IDs or registration, we are here to help.

2. Open the Share tab and enter the Username of the person you want to share with. Their Username is what they use to log into the Assante Portal.

3. Review and complete the required acknowledgements, then send the request.

4. The person you invited can sign in, open the Share tab and accept your request. Once accepted, they will be able to view all accounts and documents associated with your login.

5. You can remove access at any time.

If you have more than two Portal logins: Choose the login you want to use as your primary login, then share each of your other logins with that primary user ID.

Important: In this first phase, Shareview provides access to all accounts and documents associated with the sharing user’s login. It does not yet support sharing only selected accounts or documents. If you need more limited access—for example, access to one specific account—please contact your advisor to discuss the options available to you.

Need help?

If you get stuck, you can always call us to walk you through it. Assante has created both an instructional video and a step-by-step guide to help you navigate this new feature of the Assante Portal.

If you require any assistance or have any questions, please do not hesitate to reach out to Cliff, Mario, Mark, Patrick or our TSG team.