Save & Return

Use an account to return to saved work.

Identity Verifications and Requests

When you received your two emails with instructions, you will have been provided with a User ID and Password.  Please use those to login to the "Save and Return" section of this page using the "Log In" button above and to the right.  We have already begun to complete a form on your behalf with information you supplied in the subscription process.  Since we began the form for you, you will notice a form that you can "Edit" and proceed with reviewing and supplying the information requested.  If you have any questions about what should be supplied or the questions being asked, please contact us at 
Identity Verification
To help the government fight the funding of terrorism and money laundering activities, federal law requires financial institutions to obtain, verify and record information that identifies any one who executes a securities transaction through it.
At this time, we only need responses based on your investor type and our exceptions provided based on our initial reviews.  In some cases, the added request is because there were inconsistentcies between the data previously provided and the identity verification checks we have already performed.
If you have been provided with a User ID and Password, do NOT select "next" and instead use the "Log In" button above.
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