We are so excited to announce that the Assante Investor Online tool has been upgraded to include a ‘householding option’. This new feature, called ShareView, has been created to allow subscribers to view investment details for multiple account holders all in one place!
The following document will give you step-by-step instructions on how to take advantage of this efficient new feature. It also has 2 pages of Frequently Asked Questions to assist you.
Please do not hesitate to contact our office if you need any assistance.