Broker Check

Travis Terry, CPA     (603) 898-2511

Quick Links

Account Access

You must have someone at our office set up your email address.
You will receive an e-mail from shortly after the staff sets you up – The e-mail will include:
1) a link to the site
2) a user ID (which is your e-mail address)
3) a temporary password – which you will change once you log in

**Please log in within 48 hours to get your permanent password established
Please check your Junk/Spam if you do not see this incoming e-mail within the next 5 minutes.

Open the associated link.
Click “Client AccountView Login” in upper right hand corner of screen on HD Vest Main Page
1) Enter Personal Information
2) Answer identity verification questions
3) Select accounts you will like to be able to access online
4) Create a User ID and Password

Involvement and Commitment


News Feed

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