Assante InvestorOnline

Assante InvestorOnline (AIO) for Chrome delivers secure, 24/7 access to your Assante Wealth Management accounts and portfolio from anywhere. Quickly navigate to balances, transaction history, tax receipts, and reporting details, and use the rate-of-return tool to view investment performance over time—from YTD to since inception.

Go paperless with electronic document delivery, receive statements up to two weeks faster than mail, and save or merge reports as PDFs. Access historical documents for up to seven years; register at www.assante.com/login and follow the on-screen steps to create your online account using your Web Login ID and required details.