Client Login Access
Clients of Assante advisors can access personal account information for all fund company accounts held at Assante.
Assante InvestorOnline (formerly ClientNet)
Important Note: Effective January 31, 2015, Assante InvestorOnline (Formerly ClientNet) was shut down. In order to gain access to your account information, please log in using Assante InvestorOnline at the link above. If you have not previously used this link, please log in as a First-Time User.
If you have any questions about your account or need assistance with registering for Assante InvestorOnline, please contact your advisor or Assante Service Centre 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
Clients invested in our Private Client Managed Portfolios can access personal account information.
Evolution Private Managed Accounts
Evolution clients can access personal account information.
Clients invested in Optima Strategy can access personal account information on their accounts.
If you hold Evolution Private Managed Accounts or Optima Strategy and think you may have unclaimed property, please click here.