Be well-connected.

Be well-connected

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

  • InvestorOnline

    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 Investment Counsel.

    Login

  • Evolution

    As of March 31, 2021, the United Financial InvestorOnline site has been retired.

    Assante InvestorOnline (AIO) is now the only place you need to go to access your Assante, Evolution, Optima Strategy and CI Global Asset Management account information.

    Access Assante InvestorOnline

  • Optima Strategy

    As of March 31, 2021, the United Financial InvestorOnline site has been retired.

    Assante InvestorOnline (AIO) is now the only place you need to go to access your Assante, Evolution, Optima Strategy and CI Global Asset Management account information.

    Access Assante InvestorOnline

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