# Assante InvestorOnline > Secure online access to investment accounts, portfolio performance, and financial documents. (iPhone/iPad app by CI Financial Corp..) - Source: https://appshunter.io/ios/app/assante-investoronline/id1538162127 (this page in markdown: same URL + `.md`) - Developer: [CI Financial Corp.](https://appshunter.io/developer/1538162129) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 15.0 · 8 MB - Languages: English, French - Released: 2020-12-02 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/assante-investoronline/id1538162127/reviews.md ## What is Assante InvestorOnline? "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 - Access to historical documents for up to seven years.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. " ## Key features - Account balance and transaction history - Investment rate of return tracking - Digital document delivery - Access to historical documents - Secure 24-hour access ## Recent user reviews (10 of 27) All indexed reviews: https://appshunter.io/ios/app/assante-investoronline/id1538162127/reviews.md ### 1/5 — Broken app. *2025-08-21, version 1.2.0* Your app has been broken for months. ### 1/5 — Log-in Issues *2025-07-31, version 1.2.0* No need to write a review here. Just read everyone else’s response ### 2/5 — Arrivé en 2025... *2025-07-09, version 1.2.0* Pas de faceid pour se connecter?! Cmon... l'app n'est meme pas reconnue par Trousseau de mot de passe non plus.... ### 1/5 — Useless *2025-05-15, version 1.2.0* App doesn't work. Can't even login. For a financial institution it's embarrassing that they can't afford competent app developers or IT people. ### 3/5 — Glitchy *2025-04-22, version 1.2.0* Login rarely works smoothly more than 3 days in a row. Either lags and times out, or won’t initiate login at all. Seems to be in maintenance often, or the maintenance notice shows when maintenance is already completed. Every month or so have to reinstall. Also, security question asked every.single.login. I expect more stability from an investment app in 2025. ### 2/5 — Not impressed at all *2025-04-22, version 1.2.0* App crashes, hangs up a lot. You’d think they would invest in getting the app working properly. Poorly designed when compared to other financial institution apps. Embarrassing. ### 1/5 — deleting reviews *2025-04-02, version 1.2.0* this app is garbo and the developers delete reviews. don’t bother with the app just use your browser. this app hasn’t worked since october 2024 and made me consider taking my business elsewhere because if they can’t manage an app how can they manage my investments. ### 1/5 — Glitch *2025-03-25, version 1.2.0* Very glitchy, does not work consistently. ### 1/5 — Doesn't work *2025-03-05, version 1.2.0* Hasn't worked in ages. Pathetic. How can they get away with an app that does not function ### 1/5 — Not functional *2025-02-20, version 1.2.0* Having same issues as many other people are reporting. Problems range from annoying (prompting for security questions every every time you login) to completely disfuncional (app freezes with a white screen and you can’t recover unless you reinstall). Add to that that their backend is frequently down for maintenance. ## Frequently asked questions about Assante InvestorOnline ### What does the Assante InvestorOnline app do? The app provides secure, 24-hour access to your Assante Wealth Management account and portfolio information. You can view your account balance, transaction history, tax receipts, and reporting details. It also offers features for tracking investment returns and receiving important documents digitally. ### What are the key features of the app? Key features include easy navigation to account balances and transaction history, a rate of return feature for portfolio performance, paperless document delivery for statements and tax receipts, and access to historical documents for up to seven years. You can also save reports as PDFs and merge tax documents. ### Is there a cost to use the Assante InvestorOnline app? Based on the provided information, the app is available for free. There are no mentions of subscription fees or in-app purchases for accessing its core functionalities. ### How do I register for Assante InvestorOnline? To register, you will need your Web Login ID from your paper statement and your account number. You'll also need the last four digits of your SIN or business number for corporate accounts. Visit www.assante.com/login, click 'Register Now,' and follow the prompts to fill in your information and accept the terms. ### What are the benefits of using the app for document delivery? The app offers paperless, green document delivery, allowing you to receive important documents and statements digitally. This means you can get your statements online up to two weeks faster than mailed statements, and access historical documents for up to seven years. ## Version history (last 4 releases) ### 1.2.0 — 2024-12-02 Bug fixes ### 1.1.0 — 2022-01-20 Bug fixes and performance improvements ### 1.0.1 — 2021-01-23 Bug fixes and performance improvements ### 1.0 — 2020-12-02 No release notes. --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*