How to create or change a user name
Looking for another way to log in to your accounts? A user name provides an additional secure option for accessing your account information day or night.
Create a user name
You can create a user name at any time. From Your Portfolio, click Edit your profile to create a user name.
Keep in mind that your user name:
- must be between 6 and 32 characters (no symbols)
- must contain at least one letter
- is not case-sensitive
- must contain no spaces
Once you create a user name, a confirmation will be mailed to you and your financial adviser. For security reasons, your user name will not be included.
If you forget your user name, you can log in with your account number. Navigate to the Profile page with Settings & Profile. Your current user name will appear under “Personal information.”
Change a user name
To change your user name, click Edit your profile from Your Portfolio page.
If you need assistance, please call us.