Assante Year-End Statement and Tax Receipt Mailing Schedule

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.


United Financial Year-End Mailing Schedule

 

 

 

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.