Account Registration Help

Frequently asked questions

How do I begin using online account access?

You will need to register your account using the following information:

  • The last name of an account owner, trustee, custodian, or company
  • The last four digits of your Social Security number (SSN) or tax identification number (TIN)
  • Your date of birth
  • An account number associated with the SSN/TIN listed above

I don't know my account number but want to register for account access. What do I do?

Account numbers are included on statements under Current Holdings. If you do not have a statement available, please call us. Note that we are unable to provide account numbers by email.

When I tried to register for account access, why did I get an error message?

If you receive an error while trying to register for account access, it may be because your date of birth is not on file; your Social Security number is missing or does not match our records; you are listed as a minor on an account; or you provided an invalid account number. Please call us for assistance.

I don’t remember my password. How do I reset it?

If you don’t remember your password, proceed to the password reset page, or call us for assistance.

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We look forward to helping you with your investment needs