Technical Assistance

Individual Investors

Your username and default password is your last name (all in lowercase characters).

Trust Administrators

Your username will be the name of the Trust account. (For example, Wrightwood Trust would have the username "wrightwood". Smith Family Trust would have the username "smith".) Your default password will be the same as your username.

All Users

When you first log in to, you should change your password. You can do this by visiting the "My Account" page under Secure Investor Access on the side navigation bar.

If these tips don't solve your problem, email Joan Goldbrunner with a brief description of your issue.