Create Broker Rep Login
Create Log In
Set up your User ID and Password
Please complete the fields below in order to request online access to your client's accounts. We will notify you via email within one business day when your user id has been activated.
User Type:
First Name (required):
Last Name (required):
Email (required):
Phone Number (required):
Dealer Name: (required):
Registered Representative Number (required):
Branch Number:
Dealer Number:
Shareholder Account Number:
(Must Provide One Account Number for an Active Shareholder)
Choose a User Id:
Choose a Password:
Verify Password:


If you have any issues logging in or have questions on your account please contact Shareholder Services at: 800-662-0201