Co-op Account Management
Your cooperative can create a username and password to view the entity account online. You are also able to view account statements and tax forms (if created). Here are instructions to create your log-in credentials:
- Log in to your account.
- Under the “New User” banner, click the “Register” button.
- Follow the Username and Password instructions. You will need to use the last four digits of the entity account tax identification number, the account number and a fund position from that account.
- You will be prompted to confirm a security code that will be texted or emailed to you before successfully logging in and seeing the account details.
Many entity accounts offer online transactions but some only allow online viewing. Please note that only one username and password is allowed for each Entity Account, so Authorized Agents must share these credentials in order to log in to the account online.
If you have problems logging in, contact us between 8:30 a.m. and 5:00 p.m. ET on any business day for assistance. Please copy down any error codes you received. After verifying your identity and confirming that you are an Authorized Agent for the Entity Account, a representative will research the issue and ensure you can log in.