Account Selection

Choose an account to begin. You must select an account before obtaining a delayed quote, viewing the Account Positions & Balance screen, viewing the Account History screen, viewing the Order Status screen or changing your password.

My User Settings

You can view user settings under Account Services. You can change your password, view number of real-time quotes remaining, set notification method, set up password recovery and view the click on agreements from this page.

Changing e*PRIMEVEST Password

A system - generated password is mailed to the address of record for each e*PRIMEVEST account. You have the ability to change that password to whatever you would like! It is recommended to change your password upon initial login. Passwords are cAsE sEnSiTiVe and must be a minimum of 4 characters, or up to a maximum of 10 characters long and can be either alpha, numeric or alphanumeric.

If you have more than one e*PRIMEVEST account, you can assign the same password to each account so you only have to remember one!

To change your password simply:
1) Select Account Services from menu bar at the top of the screen
2) Select My User Settings from the choices on the left side of the screen
3) Enter your desired password in the New Password field
4) Re-enter your desired password in the Re-enter New Password field
5) Enter your current password in the space provided
6) Click Save to change your password

To set up password recovery refer to the instructions listed under Forget Password Setup. Click on any of the agreement links to view the agreement.

Set Notification Method

You can receive an email message each time an online order is executed.
1) Select Account Services from the menu bar at the top of the screen
2) Select My User Settings from the menu bar on the left side of the screen.
3) Select Email from the Notification Mode Dropdown Menu
4) Enter your email address in the Email Address field
5) Enter your current password in the space provided.
6) Select Save to accept your change

<< Previous | Next >>
Print Version