Investor sign in

Your investment records are private, so signing in takes two steps: your password, then a one-time code we email you. Use any email address on file for your investment.

First time here, or forgot your password?

Because your tax and investment records are behind this page, we treat your password and code the way a bank would. They are only ever used here. Our team will never call, text, or email to ask for them. If anyone does, don't share them.