Advisor account inquiry
Investors need to contact their Investment Advisor or representative to access account information.
Important login update:
Your login has been moved to a secure service to improve your login experience across our multiple applications. Before logging in, please ensure that you have received your activation email. If you require further information or assistance, please consult our FAQ on multi-factor authentication.
Support and registration
Contact us at: 1-800-530-0204
Monday – Thursday, 8:00 a.m. – 7:00 p.m. EST
Friday, 8:00 a.m. – 6:00 p.m. EST
Advisors can access important client information, including:
- Account details
- Transaction histories
- Duplicate statements
- Tax slips & contribution receipts
- 10% DSC Free reports