Client Login Access

Assante InvestorOnline

English Login

Clients of Assante advisors can access personal account information for all fund company accounts held at Assante.

Assante InvestorOnline (formerly ClientNet)

English Login

Clients of Assante advisors can access personal account information for all fund company accounts held at Assante.

Important Note: All transactions placed May 9, 2014 or later can be accessed using the above Assante InvestorOnline link. If you have not previously used this link, please log in as a First time user.

Assante InvestorOnline (formerly ClientNet) will be deactivated once all transactional history is moved to Assante InvestorOnline. We appreciate your patience during this time.

If you have any questions about your account or need assistance with registering for Assante InvestorOnline, please contact your advisor or Assante Client Services at 1-800-268-3200.


United Financial Solutions

Clients invested in our United Financial Solutions can access personal account information on those accounts.

Private Client Managed Portfolios

English Login

Clients invested in our Private Client Managed Portfolios can access personal account information.

Evolution Private Managed Accounts

English Login

Evolution clients can access personal account information.

Optima Strategy

English Login

Clients invested in Optima Strategy can access personal account information on their accounts.


Unclaimed Property

If you hold Evolution Private Managed Accounts or Optima Strategy and think you may have unclaimed property, please click here.