Register your account for online access

Prepare

You will need your:

• Account number (located on your quarterly statement)
• Social Security number
• Date of birth
• Email address
• Phone number

Create

Select Register now to:

• Choose a user name
• Create a strong password
• Enroll in 2-step verification

Note: Investors in employer-sponsored retirement plans should use their plan-specific website to log in. Contact your employer for details.

Verify

Verify your identity.

Receive a one-time passcode via text or email and enter the code when prompted.