Advisor account inquiry
Investors need to contact their Investment Advisor or representative to access account information.
Login
Registration and support
To register or get assistance, please contact us at: 1-800-530-0204
Once logged in, advisors can view:
- Account details
- Transaction histories
- Duplicate statements
- Tax slips & contribution receipts
- 10% DSC Free reports
Support hours (EST):
- Monday-Thursday: 8:00 a.m. - 7:00 p.m.
- Friday: 8:00 a.m. - 6:00 p.m.
Having trouble logging in?
- Make sure you’ve received and activated your activation email.
- Review our MFA FAQ for setup help and troubleshooting tips.
If issues persist, please call the number above.