Client Log-in

Our clients can access the Assante and United Financial client log-in pages from here:

• Assante: Access personal account information for all fund company accounts you hold at Assante.
• United Financial: Clients invested in Evolution Private Managed Accounts or Optima Strategy can access personal account information on those funds.

Note: Although both log-ins make use of InvestorOnline, your Web Log-in ID for your Assante account(s) is different from your United Financial account.