e*PRIMEVEST User Guide: Logging into e*PRIMEVEST (page 2)

Forget Password Setup Function

If you should forget your password you can setup up your account to ask you two questions from the list with your answers to reset the password.

To set up forget password function simply:
1) Select Account Services from the menu bar at the top of the screen
2) Select My User Settings from the choices on the left side of the screen
3) Select a question from question 1 list
4) Answer the question in the Answer 1 box
5) Select a question from question 2 list
6) Answer the question by selecting the date
7) Enter your password and Click save to accept your change

Welcome Page

Choose an account to begin. Select a category from the top menu bar to view your account, build a portfolio, trade, set user settings, or do research. A second menu bar will appear on the left side of the screen to select a specific area to view.

Logging Off

Click the Log Off button in the upper right hand of the screen. Whenever you leave your computer we recommend you log off.

Current Account

This is the current account you are viewing, to change to another linked account:
1) Click Account Services
2) Click Account Selection
3) Click the account you wish to see

Get A Quote Box

Enter the symbol you wish to get a delayed quote.

NYSE and AMEX quotes are delayed by at least 20 minutes. All other quotes are delayed by at least 15 minutes.

If you wish to place an order, please check Real-time quotes for the most recent information. The information available on e*PRIMEVEST is obtained from sources believed to be reliable. However, PRIMEVEST Financial Services, Inc. does not warrant the accuracy, completeness, or currency of any third party information available on e*PRIMEVEST.

Scrolling Delayed Ticker

Intraday data provided by S&P Comstock and is delayed at least 20 minutes. Powered By QuoteMedia.

Click Edit Symbols to enter up to 25 symbols you wish to scroll

Click Close to turn off the scrolling ticker. To have the scrolling ticker appear click on the link Turn on Java Ticker.

 

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PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer. Member FINRA/SIPC. Securities and Insurance Products offered by PRIMEVEST: • Not FDIC/NCUSIF insured • May go down in value • Not Financial Institution guaranteed • Not a deposit • Not insured by any federal government agency The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.