Our legacy platform has decommissioned

As of January 19, 2026, we have decommissioned our legacy online access platform.

To continue accessing your account information digitally, please register for your new online access as soon as possible. If you require assistance, please contact our support team at 1.800.263.9541.

Your new online access has many user-friendly features and functionality

Over a year ago, we launched our new online access designed to enhance the experience of our valued clients. It’s jam-packed with new, user-friendly features and functionality including:

• Enhanced security: with industry-leading Two-Factor Authentication (2FA), you can feel confident knowing that your account is secure
• Review your investment performance: with enhanced dashboards, you can easily keep track of your investments
• Digital documents: no more paper clutter. Choose to view, download, or print what you want, when you want
• Move funds easily: make deposits, withdrawals, or set up a Pre-Authorized Contribution (PAC) in just a few clicks
• Book a meeting: talk to a financial advisor at a time that suits your schedule
• Get help with Live Chat: have a question? Connect with our support team and get a quick response

Take a video tour to learn more about the many benefits available with your new online access. You may also be interested in our frequently asked questions (FAQs).