July 15, 2021
To enroll for online account access please follow the following steps. Depending on your browser and computer settings, it may be helpful to clear your cache and cookies for enrollment.
- Select Sign Up from the Access Online login screen.
- Enter your account information and follow the steps to verify your identity.
- Enter the account number for each of your accounts you want to view online. Contact your investment professional if you want to add spouse or third party accounts to your online view.
- Create a username and password.
- Sign on with your username and password to create three security questions (which can be used if you need to reset your password in the future).
- Review the Electronic Consent, Online Access and Exchange Subscriber Agreements.
- To complete your online enrollment, set your account document delivery preferences in the customer service tab.
For enrollment assistance, contact Access Online support at 1-877-488-3748.