How do I log in for the first time?
Advisors and customers will receive an activation email to set a new password. After setting the password, log in using your email and new password.
Watch this video to learn how to log in (activate your account).
What if I do not receive my activation email?
Check your spam folder, confirm your email address, and use the 'Forgot Password' option. Contact Customer Service if issues persist.
How to Create an Account
For a step-by-step instructions, watch the video below.