Frequently asked questions
How do I begin using online account access?
You will need to register your account using the following information:
- The last name of an account owner, trustee, custodian, or company
- The last four digits of your Social Security number (SSN) or tax identification number (TIN)
- Your date of birth
- An account number associated with the SSN/TIN listed above
I don't know my account number but want to register for account access. What do I do?
Account numbers are included on statements under Current Holdings. If you do not have a statement available, please call us. Note that we are unable to provide account numbers by email.
When I tried to register for account access, why did I get an error message?
If you receive an error while trying to register for account access, it may be because your date of birth is not on file; your Social Security number is missing or does not match our records; you are listed as a minor on an account; or you provided an invalid account number. Please call us for assistance.
I don’t remember my password. How do I reset it?
If you don’t remember your password, proceed to the password reset page, or call us for assistance.