How Do I Register for Online Account Access?

To register for online account access, you must complete the self-enrollment process. First, you will need to access our secure online account portal.

  • At the login screen, click on the “Register” link. 

User Guide Screen Shot 1 - Register

  • You will be prompted to enter the last 4 digits of your SSN, date of birth, and email address of record. Once complete click “Continue”. 
    User Guide Screen Shot 5
  • After the information has been submitted, an email containing a registration code will be sent to the email address associated with your user profile. If you are missing the email, check your spam/junk email folder. 
    User Guide Screen Shot 3
  • Enter the registration code provided to continue.
    User Guide Screen Shot 4
  • Next, you will be directed to the “Register” screen to complete the self-enrollment process. Please enter the following information:
    • UserName – Must contain 6-20 characters and include a combination of alphanumeric and underscore, hyphen, or dot characters.
    • Password – Must contain 8- 20 characters and include a combination of letters, numbers, and symbol(s).
    • Repeat Password – Re-enter the password.
    • Security Question – Select your security question.
    • Answer - Enter your answer to the security question.
  • Select “Submit” to continue.  Click the link within the message box to proceed to our secure log-on page. Enter your log-on credentials to access your user profile. 
    User Guide Screen Shot 6
  • At your initial log on, you will be asked to review and accept our Electronic Communication Consent Policy. Please click “Accept & Proceed” to continue. If you decline the request, you will be unable to proceed with the self-enrollment process.  To confirm your acceptance of the policy, an email will be sent to the email address of record. Once received, please click the link within the email message. 

    User Guide Screen Shot 9
You have now registered for online account access and can access your account on any desktop, tablet, or mobile device. If at any point in the process you receive an error message or need assistance, please contact our Client Services team at 866.928.9394.