Registration Instructions

Monitor the performance of all of your asset holdings anytime, anywhere on a secure website.

Please see below for online registration information for full account access:

  • Go to
  • Click on the REGISTRATION tab located in the middle of the page
  • Enter your social security number
  • In the Client Temporary Password section, enter: access
  • Read the user agreement and when you are done, click on Accept
  • Next enter a user ID followed by a password, following the guidelines
  • Below that, enter in your information
  • Click on OK

Once your account has been established, we will receive a notification by email which will require our final approval.  Once final approval has been granted, you may access your account information at your convenience.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Coda Financial Group and NPC are separate and unrelated companies.  NPC Privacy Policy.

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