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UserID will be your account number (expressed all together with no dashes/hyphens).  If you have more than one account, the UserID will be the account number that is the lowest in numerical value.  For Example:

7AW000000 , 7AW111111, 7AW222222

The UserID in this example would be 7AW000000 because it has the lowest numerical value of the three account numbers.

The temporary password will be the following :  ai000000 (where "000000" represents your date of birth)

For Example:

ai071872 - if your birthday is July 18th, 1972

***NOTE:  If you have a trust account, you must contact our office for the temporary password ***

If you have any questions, please don't hesitate to call us.  Once you login the system will prompt you to change your password and set up security questions.  If you have multiple accounts with a spouse and/or for children you will need to call us and we can link all the accounts together so that you can view them all with one login.
Once on the website click the "Registration" button.  At this point you will be prompted for your Social Security Number.  The Client Temp Password is as follows:

For clients of Brian Petros, Client Temp Password = AFAAG4

For clients of Peter Kaplan, Client Temp Password = AFACS8

For clients of both, Client Temp Password = AFAKV4

Once you have done this, the site will prompt you to change your password and also setup security questions.  Also, if you have spouse accounts or accounts for children that are not showing up on this website, please contact us and we can get them added for you.
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 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


Check the background of this financial professional on FINRA's BrokerCheck.