Account Set Up

 

Invitation Email

 

Create an Account

 
 

First Name -

Client First Name

Last Name -

Client Last Name

Phone Number -

Client Phone Number

Client Name -

Provided in your invite (this field needs to be an exact match) - (we suggest copying and pasting this information from your Portal Invitation)
Account

-

Provided in your invite (this field needs to be an exact match) - (we suggest copying and pasting this information from your Portal Invitation)

Email -

Client Email Address

Login -

Your login will be your User Name, once created this field cannot be changed

.

 
 

Registration Confirmation

Once you have successfully registered check your email to confirm your account.
 

Email Confirmation

Click the link to confirm your email address.
 
 

Account Confirmation

Your account has been confirmed!