Online Access Guide

posted Jan 13, 2014, 3:11 PM by Janelle deRocquigny   [ updated Jan 24, 2014, 12:46 PM ]
Lately, we’ve had a number of clients ask us about gaining online access to their accounts, and suppressing the mailing of statements in an effort to reduce paper.

We have, therefore, created a guide on how to register for Assante InvestorOnline, our secure online service providing you with access to your Assante Wealth Management account(s) at any time, day or night.

We suggest that you read through the guide/information sheet completely prior to attempting to log in. You may watch the "how-to" video ( that we’ve found to be very helpful as well.

Should you experience troubles with the login process, we ask that you call Assante directly at 1-800-268-3200 for assistance as we do not have access to that system.


We hope you find this helpful.