Thank you for your application. We will verify your account information and process your request within 3-5 business days. Once approved, you will receive a welcome packet that will include your Access ID and Client Point Agreement. For security reasons, your PIN will be mailed to you separately the following business day. Both the welcome packet and your PIN will be mailed to the address on file for your existing account.
If you have any questions, please contact your Officer. Your Officer's name and phone number appear on the first page of your statement. You can also reach us at 800-772-8778.
We look forward to serving you online through Client Point.