Registration

1Set up your profile2Create username and password3Select security questions4Activate your account
First Name: * 
Middle Name: 
Last Name: * 
Suffix: 
Business Email Address: *
Confirm Email Address: *
Primary Mailing Address:  
Address Line 1: * 
Address Line 2:
Address Line 3:
City: * 
State: * 
Zip: * 
Primary Phone: *   )    -     ext.  
Primary Phone Type: * 
Mobile Phone:   )    -  
Fax:   )    -   
Organization: * 
Please enter the name of the organization with which you are affiliated. If the name of your organization does not appear as you type it into the field below, continue to enter the full name of your organization.


If you are an independent advisor, please select "Independent".



Please enter your firm name if you are an independent advisor or if your practice has a name other than the one you entered for “Organization”, otherwise, select the “Same as Organization” checkbox to the right.
Firm Name: *  Same as Organization
Job Title: 
Job Role: * 
Number of Retirement Plans in your personal book of business: 
Are you registered with FINRA? *
CRD#: * 
Do you currently have plans on the Ascensus platform? *
*  I agree to the Terms & Conditions.
* I agree that the information I have provided is accurate and correct to the best of my knowledge.
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Set up your account in less than 5 minutes.

Follow the four-step registration process to access your account online. You'll also have access to advisor-only content and a host of customized business-building tools.
Up your online security.

Protect your identity with a strong password. Leave easy-to-guess combinations, such as test123 or your birthdate, out of your password.
Just in case.

If you forget your password, you can reset it by answering
these security questions.
So make sure to select questions with easy-to-remember answers.