You can now register for American Portfolios Client Access (Client Access) whenever and wherever you like.  Doing so involves only a few simple steps, including verifying your identity, phone and email.

If you’re ready to get started with Client Access, click here to register.

In order to connect your online account with your financial account(s), you must provide some personally identifiable information.  In particular, we ask for your Social Security Number and date of birth because they are unique to you.

We consider privacy to be a fundamental part of our relationship with you and take every precaution to protect your private information, including securing our sites with the latest web encryption techniques, restricting access to non-public personal information to those employees who need to know that information to provide products or services to you, and maintaining physical, electronic and procedural safeguards that comply with applicable laws to guard your non-public personal information.

A valid phone number is required to securely use Client Access.  Provide the number that your financial professional has associated with your account. If while registering you encounter an error message please contact your financial professional to update the phone number associated with your account.

During Client Access registration, you will also need to verify your phone number by receiving a unique one-time passcode either via text message or voice call.

For more information on why verifying your phone number is required, see Securing Your Account.

If you have requested a one-time passcode through Client Access and it has not arrived, there may be a few simple fixes.

Email one-time passcodes may fail to reach your inbox because your email provider flags the message as spam. In most cases, looking in your spam folder for your one-time passcode email will solve the problem. While email providers vary widely, most offer a way to indicate that the message is not spam, which will prevent future Client Access emails from experiencing the same problem.

Phone one-time passcodes may experience delays if you’ve provided a mobile phone number that has a weak signal. If you are using a mobile phone, please check your signal and click the link to resend your code. If you have requested a voice call to a landline and have not received your one-time passcode, please double check the number you provided.

In order to change your email, please log into Client Access and select Preferences in the left-hand navigation.

Once in Preferences, click the pencil icon next to the field labeled Email. Editing the field is now enabled and you can enter your new email. Once complete, click “Update.”

In order to continue, you will need to confirm that you have access to your new email. You will receive a unique one-time passcode at the new email address you just provided. Please enter that code in Client Access and click “Validate.”

The change is now complete; you should see your new email updated in your Preferences.

Finally, for security reasons, you will be prompted with a pop-up indicating that we require you to log in again. Click “Okay” to continue.

In order to change your phone number, please log into Client Access and select Preferences in the left-hand navigation.

Once in Preferences, click the pencil icon next to the field labeled Phone Number. Editing the field is now enabled and you can enter your new phone number. Once complete, click “Update.”

In order to continue, you will need to confirm that you have access to your new phone. You will receive a unique one-time passcode (either via text message or a voice call, per your selection) at the new phone number you just provided. Please enter that code in Client Access and click “Validate.”

The change is now complete; you should see your new number updated in your Preferences.

Changing your username is easy.

Please log into Client Access and select Preferences in the left-hand navigation, then click the pencil icon next to the Username field.

You can now create any username you like, provided it meets our username requirements and is not already taken by another user.

Finally, click “Update Settings” to confirm your changes.

Changing your password is easy.

Please log into Client Access and select Preferences in the left-hand navigation, then click the pencil icon next to the Password field.

You can now create any password you like, provided it meets our password requirements. Please type your new password twice and ensure both fields match.

Finally, click “Update Settings” to confirm your changes.

Within Client Access, you can change both your legal and mailing address(es). To do so, please log into Client Access and select My Information in the left-hand navigation.

To change your mailing address, navigate to the NAFs section and click on the account for which you’d like to change; enter your change(s) and click “Update Settings.” If you would like to change the address on other accounts, follow the same steps.

To change your legal address, which is applied to every account, navigate to the section titled Legal Address; enter your change(s) and click “Update Settings.”

Please keep in mind that we require your advisor to review and confirm your address changes. As such, your advisor will receive a notification of your changes; once confirmed, your accounts will be updated at American Portfolios and Pershing, if applicable.

A package is a simple container of documents and other tasks required to begin and finish a transaction. For example, your financial professional may send you a package to open and fund a new account, which you can sign securely and confidentially. When you receive a package through Client Access, the summary tab provides a quick overview of what your financial professional has requested you review and sign. If you have any questions about a package you have received, please reach out to your financial professional.

If your financial professional has sent you a new package, first log in to Client Access. Once logged in, you will see a yellow banner across the top of your Client Access home page indicating required action, as shown below. Click the link titled Click to begin and follow the instructions.

Many American Portfolios forms are eSign enabled through a partnership with DocuSign. If you have a package that contains an eSign documents step, simply click the Start button and follow the on-screen instructions.

For more information visit DocuSign’s official documentation.

If your package contains documents that need to be physically signed (i.e., they are not eSign enabled), you will be prompted to download the original document and upload a signed copy. The signing process can then happen in one of two ways, based on your preference.  1) You may print the original documents, sign with a pen (wet sign), scan onto your computer and upload to the same screen; or 2) If viewing on a tablet or a desktop with your signature already saved, you may add in that manner.

Your package may include a request to upload specific documents that your financial professional does not yet have on file. For example, your financial professional may ask you to upload a copy of your bank documents, which could include a voided check, bank statement or deposit slip clearly showing your account number, bank name and bank routing number.

Uploading a document is as simple as clicking inside the upload zone, finding the correct document on your computer and clicking Upload.  You can also drag-and-drop a document into the upload zone.

When you log into Client Access, you may be prompted with a Going Paperless pop-up. From this pop-up you can go paperless on all your American Portfolios mailings, as well as all your Pershing accounts with American Portfolios (if applicable) in just two clicks.

If you are not presented with the pop-up or simply would like to customize your mailing preferences, you can do so by clicking the My Preferences tab within Client Access. Make any desired changes and click “Save.” Your preferences will then be updated by the end of the next business day.

To go paperless on any mailings you receive from any other entity besides American Portfolios or Pershing, you will need to do so directly with the respective entities.

NetXInvestor is an online tool from Pershing that allows you to manage paperless preferences, check holdings and activity, and view regulatory and tax documents.

For clients with Pershing accounts, the Client Access experience will automatically create online credentials for a seamless single-sign-on into NetXInvestor, eliminating the need to sign up for access directly through Pershing.

Albridge is an online tool provided by BNY/Mellon and Pershing that provides clients with a broad view of all brokerage and directly-held accounts.

To gain access to Albridge from within Client Access, please contact your advisor.

We take your security very seriously. That’s why American Portfolios requires multi-factor authentication (MFA) for all users, including our own staff and advisors. Using MFA is an effective way to prevent unauthorized access to your account, even if your username and password have been compromised.

MFA increases your security by combining something you know (your password) with something you have (typically your phone). This extra security factor keeps your account secure in the event your password has been compromised.

In addition to using MFA with American Portfolios, we also encourage you to enable it elsewhere on the web. Email accounts, social media accounts and shopping sites where you’ve stored your credit card information are excellent places to start.

Strong password management is the first line of defense against anybody trying to compromise your information. Follow these suggestions to create a secure password:

• Avoid reusing your passwords. Make your password unique.
• Remember, longer is stronger. Don’t be afraid to use full phrases or even complete sentences.
• Avoid passwords that could be guessed like your nickname or initials, the name of your child or pet, birthdays or anniversaries, or the name of your street.

Tip: Adopting a password manager can handle all these challenges and more.

Your username is the key to your online identity.  Similar to creating a strong password, we encourage creating a strong, unique username.  Here are some suggestions for creating your username:

• Make it easy for you to remember, but difficult for others to guess.
• Never use a Social Security Number as your username.
• Avoid using other, obvious personal information as your username.

Your Client Access credentials belong to you and only you.  Neither we nor your advisor will ever call you with questions such as, “What is your account number?” We will never send you an email that says, “Click this link to make sure your account doesn’t get compromised.” We will never text you providing an unknown phone number asking you to reset your email over the phone or to update your information because we see suspicious activity on your account. 

We consider privacy to be a fundamental part of our relationship with you and take every precaution to protect your private information, including securing our sites with the latest web encryption techniques, restricting access to non–public personal information to those employees who need to know that information to provide products or services to you, and maintaining physical, electronic and procedural safeguards that comply with applicable laws to guard your non–public personal information.

American Portfolios takes the protection of its office data and branch data extremely seriously. We work with the latest technology in data protection, as well as information security policies and procedures, to ensure our home office and branches are held to a strict set of standards and practices. Our internal set of standards and practices adhere to the requirements of federal regulatory bodies, such as the SEC and FINRA.