I Forgot My Username or Password

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How To Change Your Password - If You Forgot Your Password

Click on the reset password button below to quickly reset your forgotten password. 

Please note that the link provided will take you to our password reset page (please see the picture below) located at the following address:  https://www.clientam.com/Universal/servlet/AccountAccess.PasswordReset

If you know your password and simply want to change it: Please use the detailed instructions in the "I Know My Password - I Want to Change My Password" below to reset your password. 

If you get locked out (due to too many failed password attempts) you will need to call us at 919-719-7200 for assistance. We cannot reset your password or provide a temporary code without speaking with you directly (no email or other alternatives are available). Please see the "Important" information below for further details.

How To Change Your Password - If You Know Your Password

If you know your password but want to log in and change it, please follow the steps below.

1. Log in to Client Portal/Account Management
2. Click the User menu (head and shoulders icon in the top right corner)
3. Click Settings
4. Under User Settings find the Security section
5. Click Password to create a new password for your account.

For security reasons, your broker DOES NOT reset passwords, provide usernames or unlock accounts via e-mail or chat. PT will only provide assistance with your password when speaking with you directly and completing the necessary steps to verify your identity. We appreciate your understanding,

Please consider the following password requirements:

• Cannot reuse a previous password
• Cannot match username
• Length of 8 to 40 characters
• Contain at least 1 letter
• Contain at least 1 number
• May contain special characters (~\!@#$%^&*()_+|-=.,<>{}[]:?)
• Case sensitive, no spaces

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