Q – How do I register as a new client? Where do I get my user name and password for the Client Login page?
A – As a new client, you must first select “Register” and open an account to access the functions on this page. The Register link is displayed in very small blue font in the lower left of the sign-in box. It is difficult to see especially if viewing from a mobile or tablet device. You will be sent an email to complete the registration and set up your secure password. Note that most of the information that is included in the client profile is optional and not required to obtain access. You can edit your client profile information later if you wish. You should only have to enter your new user ID and password on your first visit. You will not have to enter this information again on subsequent visits.
Q – How do I log out and exit my Client portal user account?
A – Hover your mouse pointer over your name in the upper righthand corner of the screen and you will see a link to log off as well as edit your user profile. If you are actively using the client portal, it is more convenient to remain logged in so you do not enter your login credentials every time. Your documents and information is protected by the website security protections regardless of the log-in status.