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Be well-connected.

Be well-connected.

These portals allow you to access your personal account information depending on which investment(s) you hold.

  • Investor Online

    Information regarding all fund company accounts held at Assante (including tax receipts for nominee-held Evolution and Optima accounts).

    Login

  • Assante Private Client

    Information regarding your Private Client Managed Portfolios.

    Login

  • Evolution

    Information regarding your Evolution Private Managed Accounts (including tax receipts for client-name accounts).

    Login

  • Optima Strategy

    Information regarding your Optima Strategy accounts (including tax receipts for client-name accounts).

    Login

If you require further assistance, please contact Assante Service Centre.

Phone: 1-800-268-3200
Fax: 1-866-645-4447
E-mail: service@assante.com