Login Help

Forgot your password?

Please visit Password Reset.

Forgot your Username?

Please visit Recover Username.

Username Guidelines

• Usernames must be between 6 and 30 characters in length
• Usernames may not contain your password
• They may contain a mixture of letters, numbers and symbols, including:
  ! *  - ~ ()  ' . 
  
  

Tips and troubleshooting

• If you're having trouble logging in, make sure you're typing a valid username and password
• You can use the reset password and recover username links above to help ensure that you're using the correct login information
• If you repeatedly try to log in with invalid username or password, the system will lock you out
• Cookies must be enabled. Be sure you have enabled your cookies

To sign into Client 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

Need more help?

If you have questions or need assistance, contact your Advisor or Client Access Support.