Client Reference Guides

Registering for Assante Investor Online (AIO)

• For quick and easy access to your client profile, account balances, statements, and tax slips.

• Registering for AIO

Enabling ShareView

• View your household accounts and share access to documents with household members using ShareView.

• Registering for ShareView

Downloading the AIO Mobile App

• For the fastest and easiest way to access all items on AIO and more.

• Registering for AIO Mobile App

Accessing the Client Portal

• Share documents and confidential information with our team securely and easily by using the Client Portal.

• My Portal Reference Guide

Setting Up Online Banking

• Deposit funds directly to your Assante accounts from your personal banking.

• How to set up online banking