Register your account for online access

Sign up now to get online access to your account

Once you register your account, you can:

  • View your account balance
  • Invest and withdraw money
  • Upload forms and documents
  • Access your quarterly statements and tax forms

Note: Some features are not available for all account types.


How to register for online account access


You will need:

  • Your account number located on your quarterly statement
  • The primary account owner’s Social Security number


Click New-User? to:

  • Create your account profile 
  • Choose your communication preferences

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


Verify your identity.

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

Need additional help?

Video tutorial

Watch this short video to see how easy it is to register.

Account registration guide

View or print Accessing your account online, the step-by-step guide for registering.

Account security

Find out how you can help us protect your account.

Go paperless

Sign up and you’ll receive email notifications when your account documents are available online. 

Account updates

Learn how to change your personal and financial information with a registered online account. 

Contact us

Have questions? We're here to help.

Contact us 8:00 a.m. to 7:00 p.m. ET, Monday through Friday.

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