to access your Private Client information.
Do you require access?
If you require assistance or to setup online account access, please call the Private Client Service Centre Team.
Toll free: 1-888-658-8770 Monday - Friday: 8:30am to 5:00pm ET
For security reasons, if your computer remains idle for twenty minutes you will be asked to log in again.
Welcome to the NEW Assante Private Client Web Portal
To mark the occasion of Assante's 20th anniversary, we are proud to announce the renaming of our Private Client offering from United Financial to Assante Private Client. The online Private Client Web Portal is just one of the many places you'll see the new look and feel of Assante Private Client. In the coming weeks you'll receive an official letter outlining the changes.
Working closely with your advisor, we are pleased to uphold our promise to provide you with world-class investment advice, to give you complete financial advice for your unique financial needs, and to ensure that you are always well taken care of.
Be well-advised has, and always will be, our promise to you.
President, Assante Wealth Management