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How to change or reset your password
How to change or reset your password

Learn how to change or reset your password

Claudia Santos avatar
Written by Claudia Santos
Updated over a year ago

Changing your Password

  1. Sign into your firm's account.

  2. Click on the circle on the top right of the screen where your name appears > click on settings > Account details, and click Change password.

3. Enter your current password > enter your new password and confirm the change by clicking Change password.

4. Confirmation will be sent that your password has successfully been changed.

Resetting your password

  1. Please click here to access the firm’s login page.

2. Thereafter, click on forgot your password?

3. Enter your email address and click reset my password.

4. An email will be sent to you requesting action.

5. Follow the link, enter your new password, and confirm the change.

Your password will be reset.

If you require any further assistance, contact your Adviser by accessing Messages.

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