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Security Precautions
Our account access allows you to securely access information and perform transactions online. Numerous techniques are used to ensure the security of your account information.

Registering for account access is necessary prior to use. Access is not automatically added to your account. You must first complete the online registration form in order to enter the account access area. When you register, you will create a password to use. You will receive a confirmation letter of your registration, which will be mailed to the address of record on your account(s). This letter will not contain your password and will not be forwarded to a new address.
 
Registration for account access requires you to provide your name, Social Security number, and an account number for your account. This information is verified before you are registered to use the system.
 
After three consecutive unsuccessful login attempts, access to your account will be restricted. Your account can be unlocked by using our password reset function. You may also notify us of your login problems. Our representatives can reset your account and give you instructions on how to regain your account access.
   
Once you have registered, account access allows you the ability to restrict or limit the amount of account information that is accessible online. Once access is restricted, you must send a signature guaranteed letter of instruction signed by all account owners to regain full access to your accounts.
 
For your security, each session is limited to 10 minutes. After 10 minutes you will automatically be logged out. You will need to log in with a valid username, Social Security number or tax identification number and password in order to regain access.
 
In addition to these security precautions, we use encryption technology for the secure transfer of information while accessing your account(s) online.


This Web site is accompanied by a current program description for EdVest. Consider the investment objectives, risks, charges and expenses of the investment carefully before investing. This and other information about EdVest can be found in a current program description. Please read it carefully before investing.

An investor’s or a designated beneficiary’s home state may offer state tax or other benefits that are only available for investments in that state’s qualified tuition program. Please consider this before investing.

NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
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