You are now able to share your Assante Investor On-line profile with another person. This means that a couple can now view their combined accounts with one login. Alternatively, children who are more active in the financial affairs of their parents can gain easier access to portfolio values and tax slips.
To share your profile, log into Assante Investor On-line, click on Profile in the top right, then ShareView at the right end of the tabs. In the example below, I have shared my accounts with Valerie’s. Her login would then become the master login for the family.
Let us know if you run into any difficulties – 416.939.2000.
