You must have cookies enabled to use this site

Your browser currently has cookies disabled. To use all site functionality, you must turn cookies on.

Register for Access

  1. Step 1

    Enter your personal information. Please note that the email address entered must be on record for your account. Please contact your financial advisor if you need to add an email address to your account. By registering for ClientEXP access you are indicating that you agree to the ClientEXP Terms and Conditions
  2. Step 2

    Choose your username and password
  3. Step 3

    Choose your security questions

Your Summary

  1. 1. Your Account Number
  2. 2. Your Username and Password
  3. 3. Your Security Questions