First time visitor? Please register here.
A more secure way to sign in to Investor Access
We've enhanced our sign-in experience to better protect your information and improve overall account security.
Please sign in using your registered email address instead of using your IA login ID. Next, you will be guided through the process to create a new password and enable 2-step verification.
Need help? Contact us at 1-800-263-8349.
CRM2: Important enhancements
To view a copy of how your clients' statement is changing, click here.
Important note about your registration
New to Investor Access?
Investor Access is a secure site that provides convenient online access to all of your important account information. You can view account holdings, balances and transaction history, and access tax receipts, information about distributions and dividends and track capital gains.
For more information about Investor Access speak with your advisor.
Please select Register to begin the 2-step registration.