When the lock icon expands, select Forgot user name to get started. Select the lock icon at the top of most pages on our website. If you don't remember your User Name, follow these steps to access your account: *Workplace Retirement Plan Accounts will use a zip code in place of an account number.
When the lock icon expands, select Register for online account access to get started.ĭuring the registration process, you will be asked to provide your Tax Identification number (Social Security or Employer Identification number) and an account number*, create a unique User Name and Password and set up enhanced security features, such as setting up multifactor authentication methods. Register for online account access by selecting the lock icon at the top of most pages on our website. ¹Updated once per business day after market close. The My Total Assets page provides a bird's eye view of all accounts values.¹ Each account listed is also a link that, when selected, displays the account's holdings in the main window, where you can find more information and transact. Once logged in, you can view account balances, conduct online transactions, and access exclusive financial tools and information. Log In with your User Name and Password for secure access to your accounts. What You Need to Know about Viewing Your Accounts Online
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