Login Help

If you forgot your login ID, please contact your financial advisor or Investor Access Support.

Login ID Guidelines:

  • Login IDs must be between 6 and 32 characters.
  • Login IDs can contain letters, numbers, and any of the following special characters: ! @ # $ ^ & * _ \ - . ~
  • Login IDs cannot contain punctuation, such as apostrophes and accent marks.

Tips and troubleshooting for login IDs:

  • Login IDs and passwords cannot be the same. The system will not allow this.
  • Login ID may be invalid. Do not repeatedly continue to log in with a login ID or password that is invalid. This will lock you out of the system.
  • Cookies must be enabled. Be sure you have enabled your cookies.

To log into Investor Access you must use one of the following browsers:

  • Chrome - versions 37 and later
  • Internet Explorer (IE) - versions 11, Edge and later
  • Firefox - versions 24 and later
  • Safari - versions 7 and later