FAQ

Security & Confidentiality

Is this client center and my data secured and safe?

Yes!  In fact, there are 3 levels of security provided to keep your data safe and confidential:  

  1. Username and password protected
  2. Verisign Security Certificate protects your data on this site
  3. https:// secured pages 

Accessing the Private Client Area

- How do I access my private client area and how do I log in?

Click on the LOGIN Link (top menu).  Then enter the username and password that has been assigned to you. 

- Can I change the password you assigned to me?

Yes.  You will need to log in initially using the password assigned to you.  Once you log in you can change your password at any time under your Client Profile Page.

- What if I forget or lose my password and login information?

If you simply forgot your password, you can still go to the Login Link.  Enter your username and click on the “I Forgot My Password Button”.  You will receive an email shortly with your password included. 

If you misplaced both your username and your password, contact me via email and I will forward you your information.

- I’m trying to log in, but it will not accept my username or password, what do I do?

Remember that the login information is case sensitive, so enter it exactly like it was given to you.  If you are unsure what that is, you can contact me via email and I’ll forward that to you.