Online Account Access

Click the link below to gain access to your brokerage account(s), first time users please read the instructions below.

1. If you are a new Client and have opened an account recently, you should have received an email with initial LOG IN information and temporary PIN.
2. Assuming you have the log in information, please follow the instruction below:
   • ACCESS: To view your brokerage account online, you must use Internet Explorer as your browser. The site does not support any other browsers.
   • USER ID: We have provided you with the initial user ID (sent via email)
   • PIN: Initially it will be the PIN listed in the email. Once you gain access to the site, you will be immediately prompted to change the PIN number. When the screen asks for the OLD pin, that number will be the PIN listed in your email and which was used to enter the website.
   • If you have account(s) with us and did not receive LOG IN information, or wish to establish online account access, please contact us @ 206-727-9999 and ask for the New Accounts Department (ext 314) and request Log In information to be emailed to you. Please allow 48 to 72 hours to process your request.

To log in and access your account(s), please  CLICK HERE  and for future convenience, please book mark.

*Maine, Montana, and Rhode Island residents please consult your local investment advisor for investment services. Investing in securities and the financial markets involves risks, such as currency fluctuation, political risk, economic changes and market risks. As with all investments, an investor should carefully consider his investment objectives and risk tolerance as well as any fees and/or expenses associated with such an investment before investing. Investing in financial markets and their publicly issued securities may not be suitable for all investors.