Please enter your primary email address, whether or not you are a Financial Advisor, and, if applicable, your CRD number below. We will check to see whether you already have an account in our system. If you do not, you can then click the Profile Setup button to create an account.
Note: If you are staff of a financial advisor joining to enroll in our health insurance program please mark that you are a financial advisor and enter your CRD number. Membership dues for all participants in the health insurance plan are $199.
If you do not know your CRD number, click here to look it up.
If you need assistance, please call 1-888-373-1840 option 1.