Enrolling in Client Access

You can sign up for access from the sign in page under the heading “Need access? Please register”. Registering for access is a three-step process.

Step 1: Email Verification

To begin the registration process, provide your email address and we’ll send you a link (valid for 24 hours) to a secure online form where you can enter your Personal Information.

Note: If the link has expired, please see “My registration link has expired. What should I do?” under FAQ

Step 2: Personal Information

Provide personal information such as your name, birthdate, Social Insurance Number, your advisor’s name and branch location, desired username and Client ID(s) (from your account statement) for your Advisor to review. Your registration request will then be reviewed and if it is confirmed, you will receive a link (valid for 24 hours) to set up your Password & Security features.

Note: If the link has expired, please see “My registration link has expired. What should I do?” under FAQ

Step 3: Password & Security

Provide your password, security Challenge questions and answers, and your phone number for Two-Factor Authentication (2FA) to complete the sign-up process.

After you finish step 3, you can immediately sign-in to the Client Access site with your username, password and 2FA phone number.

If you are having trouble with any of the steps above, you can reach out to your Advisor for assistance.