The Assette Client Portal provides a secure way to access your investment information. This guide will help you log in using your preferred method.
Accessing the Login Page #
To access the Assette Client Portal, visit the provided portal link from your firm. The login screen presents multiple ways to sign in.
Login Methods #
You can log in using one of the following methods:
Log in Using a Third-Party Account #
You can log in with your Microsoft, Google, or Apple account:
- Click the Microsoft, Google, or Apple button on the login page.
- Follow the prompts to authenticate using your credentials.
For more information on how to set up and use, please see the appropriate links, below:
Log in with User ID and Password #
- Enter your User ID in the respective field.
- Enter your Password in the password field.
- (Optional) Select “Remember User ID” to save your username for future logins.
- Click “LOG IN” to access your account.
Reset Your Password #
If you forget your password:
- Click “Forgot Password?”
- Enter your User ID or registered email and follow the instructions to reset your password.