For access to your personal Client Console, fill
in the text boxes on this page with the appropriate information:
- Your last name must be entered as it was
recorded (including suffixes, if any) in your Client Data Questionnaire (CDQ)
- Your ID Number is the six-digit Client ID No. as
shown on your Client Agreement form (refer to the Email Notification sent to
- The email address entry must be the same as your
personal email address currently listed in your CDQ.
- Enter a password (create/verify) of your choice
– which will be case sensitive (for login purposes) and must contain a minimum
of seven (7) characters with at least one upper-case & one lower-case letter and
When finished with your entries, click on the
"Register" button to complete. Your browser will be sent
directly to your Client Console. Once in, please take a few minutes to review the
Console Overview page to familiarize yourself with the features, dynamics and
conveniences of your Client Console.