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How Do I Register for the First Time?

How Do I Register for the First Time?

The registration process is the same on both systems. Once you have registered on one system, you can use the same username and password to log into the other system

Select/download your preferred online access

Client Portal Starter’s Guide

    • Click on the link above for detailed instructions on
      • how to register (p3)
      • how to select your mailing delivery method (p5)
      • how to navigate your portfolio (p6)
      • how to share access with another person (p8)


You will need your Client ID number to complete your registration.

What is My Client ID?

Remember to jot down your username and password for future reference!