In an ongoing effort to enhance the platform capabilities, Wealthscape Investor users will be able to securely retrieve their Investor ID or Username at login. On the login screen, they can click on the Forgot Username link to access this function. User will be asked to provide their first name, last name, date of birth, and last 4 digits of their SSN. If the user has a multi-firm relationship, they will be asked to provide an account number. User will be asked to choose phone and a method to receive the One-Time Pin (OTP) which they will enter on the screen to complete the extra security step. On successful completion of the extra security step they will be given their Investor ID or Username (if present). If the user has forgotten their password, they can reset it by following the Reset It Now link. User can use the Username or the Investor ID (if no Username exists) to login to Wealthscape Investor.
CLICK HERE TO VIEW IMPORTANT NOTICE 21W-119
TC120741(0421)1