top of page
Search

Update on Online Account Access



There is an importnat update from CI Assante reagrding major upgrades to the portal where you access your accounts on-line, Assante InvestorOnline.


The new tool will be called Assante Portal and will offer the following enhancements.

  • A cleaner look and feel

  • Easier access to recent transaction activity across all accounts

  • More reliable system availability

  • More robust system security to protect your personal information. The new platform will feature a two-factor authentication, meaning you will be required to input a code that you have received over your phone at the time of log in.


The introduction of the two-factor authentication does mean that you will need to register for the new platform to indicate your log-in preferences.  An email will be sent to you between May 19 and 21 from noreply@assante.com with your registration instructions. 

The following support is available to assist you with the move to the new platform:

  • Your old log-in will continue to work on the current Assante InvestorOnline site until June 20th, allowing you time to set up your new access and get comfortable with the new look and feel.

  • The new site will have tools that offer training on navigating the system, along with a summary of any changes to your experience you should be aware of.

  • Both our team and the head office service team will be available should you have any issues with registering for the new platform.


Please keep an eye out for the email from noreply@assante.com the week of May 18.  If you have any concerns or questions, please let us know.


CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.



 
 
The | Steele Group / CI Assante Wealth Management

CI Assante Wealth Management

544 Hespeler Rd
Cambridge, ON N1R 6J8

Telephone: 1.519.622.3740

Fax: 1.519.622.0508

Toll-free: 1.888.824.4351

www.assante.com

CIRO_W.png

CI Assante Wealth Management is a registered mutual fund and an exempt market dealer providing mutual fund products and investment services. CI Assante Wealth Management advisors are licensed to sell mutual funds, guaranteed investment certificates (“GICs”), government bonds and other securities that are subject to available regulatory exemptions and required proficiencies.

 

CI Assante Wealth Management is a member of the Canadian Investment Regulatory Organization (“CIRO”), the national self-regulatory organization (“SRO”) that oversees all investment dealers, mutual fund dealers and trading activity in Canada’s debt and equity marketplaces. To learn more about CIRO please visit Canadian Investment Regulatory Organization (ciro.ca).

Always get the latest news

Sign up to receive news and updates.

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that maybe of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy 

bottom of page