Sign into your account and go to Account Services > Account Profile > Create User ID

Choose a User ID that is uniquely yours. You have the flexibility of choosing something easy to remember, while at the same time making your User ID secure.

Choose a password and three challenge questions and answers that will allow you to reset your password online if you forget it. With our password management feature, password management is in your hands, through both our web site and Automated Telephone Trading system.

Once your User ID is successfully created, you can add as many accounts to it as you would like. Simply provide the account numbers and passwords, choose an account nickname (if you want to make it easier to tell one account from another) and choose your primary account. Your primary account will be the account that is active when you sign-in with your User ID.

To complete your profile, provide your email contact information. You can also choose your preferred method of statement delivery.

User ID allows you to combine the assets in all of your accounts to qualify for Flat Fee Pricing and our 5 Star Program. When you create a User ID you have the option to register your User ID for the 5 Star Program. This step is optional. Please note, the 5 Star Program is only available to accounts that qualify. If you register, we will evaluate your User ID for participation in the Program at the next evaluation period. Once you qualify, you will start receiving 5 Star Program benefits after the next evaluation.