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 offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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