How do I create an account to access Common Wealth Advisor - Client Insights?

Once you’ve received your email invitation, you’ll need to complete a two-step process to set up your account. Click on the link in your email invitation to be directed to our login page.

On the login page, please complete the following steps:

1. Set up password
2. Enter the verification code sent to your email address
3. Enter a mobile phone number for two-step authentication
4. Enter the code sent by SMS (text message)

You’ll be directed to the login page to sign in to your account using your password and text code.