Updated Assante Online Portal

Recently CI Assante started sending emails from the noreply@assante.com providing instructions for the new portal registrations. CI Financial’s objective is to create a modernized industry-leading trading platform which will enhance data security for client online access.

It is important to note that registration in the new system will generate new account numbers. CI Assante will transfer all data including current automatic withdrawals and deposits from accounts. Clients will receive a notice showing the financial transfer of assets to the new account number.

Please note that by the week of August 3rd you will need to update your online bill payments should you make your own online deposits to reflect the new account number once it is issued.

We have put together a step by step process to access the new online account when you receive your link. It should take you to the following page:

If the system has an expired link, it will prompt a request to send you a new link to your profile. Once the new activation link requested you will receive a new activation link in your inbox soon. If you cannot find your link, our office can generate a new link for you.

The account number should include the full account number and the capitalized letters included on your account number. Your client number/web login would be found on your May 2026 statement as per the below example:

Once you have registered, you can use this link below for future log-ins. To log-in, you will use the Username that was provided in the Activation email & your new password just created: Assante Investor Portal – Sign In

Our team is here to assist you should there be any challenges with the registration process.