Assante Private Portfolios and Optima
Custom Statement Feature

NEW! Effective on December 22, 2022, you can generate and customize your Assante Private Portfolios and/or Optima statements at the account level or IP group level, including the power to select any reporting period and statement sections. This new feature will allow you to retrieve the most up to date and detailed information yet.

• How to access the new Custom Statement feature for your Assante Private Portfolios and/or Optima accounts:
  
  
  • Log into AIO or through your Assante app
  • Go to DOCUMENTS > Fund Company → CI Global Asset Management → Statements & Reports → Reporting Period → Custom Statement
     
• If you hold mutual fund accounts, the selectable sections and reporting on the Custom Statement feature have been enhanced to include “Transaction Summary” section.
  

For more information, please contact Assante Service Centre at service@assante.com or by calling 1‑800‑268‑3200.

Thank you for investing with CI Assante Wealth Management.