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Assante InvestorOnline 4+
CI Financial Corp.
Designed for iPhone
-
- Free
iPhone Screenshots
Description
"It’s the right time to go online. Get secure access to your account and portfolio information anytime anywhere with Assante Wealth Management’s encrypted Assante InvestorOnline (AIO) app.
The benefits of the AIO app include:
- Easy navigation to your account balance, transaction history, tax receipts and reporting details
- Rate of return feature providing your investment returns at the portfolio and account level over a variety of time periods from YTD to since inception.
- Paperless, green document delivery, allowing you to receive important documents and statements digitally
- Timely electronic document delivery so you get your statements online up to two weeks faster than mailed statements.
- Access to historical documents for up to seven years. You can save any report as a PDF file and even merge multiple tax documents into a single file.
- Convenient 24-hour access
To register:
- Locate your Web Login ID in the top right-hand corner of your paper statement, along with your account number further down on the page. Have the last four digits of your SIN or business number for corporate accounts ready.
- Go to the Assante InvestorOnline page at www.assante.com/login, and click Register Now. Fill in your personal or corporate information, then review and accept the terms and conditions. "
What’s New
Version 1.1.0
Bug fixes and performance improvements
Ratings and Reviews
Security questions
Every time you log in, it asks you a security question regardless if you ticked off ‘remember this computer’. Please look into changing this so that I don’t have to answer a security question every time I want to look at my account on my phone. Thank you.
It's fine but..
The "register this device" check box when logging in DOES NOT work ever. Every single time I log in I have to enter a security question.
Freezes constantly
App freezes requires uninstall and reinstall to make it work again. Super annoying please fix this.
App Privacy
The developer, CI Financial Corp., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
- Other Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- CI Financial Corp.
- Size
- 21.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.1 or later.
- iPod touch
- Requires iOS 11.1 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, French
- Age Rating
- 4+
- Copyright
- © 2020 CI Assante Wealth Management (Canada) Ltd.
- Price
- Free