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  • Why PT
  • Products & Services
    • Products & Services
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    • Retirement Planning
    • Overnight Trading
    • Stock Yield Enhancement
    • Pricing - Overview
  • Account Types
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I Forgot My Username or Password

How Do I Change My Password?
I Forgot My Username
Password Requirements

How Do I Change My Password?

I Forgot My Password

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.

RESET PASSWORD

I Know My Password - I Simply Want to Change My Password

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.



IMPORTANT

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,

Screenshot of Password Reset page used to reset password if you forgot the password to your account.

The Password Reset page will look like the picture above.

Please call us at 919-719-7200 to further verify that you are on the right page or if you need additional assistance. 


The following link will take you to our password reset page:

https://www.clientam.com/Universal/servlet/AccountAccess.PasswordReset


Take Me Back to How to Reset My Password

I Forgot My Username

How Do I Change My Password If I Forgot My Username?

How can I retrieve my username?


Call Client Services at 919-719-7200.

To retrieve your username, clients are required to contact Client Services via phone to be security verified before being provided their username. 

Password Requirements

What are the password requirements?

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







Forgot Password | Reset Password | Password Requirements | Change My Password | Forgot My Username


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Place Trade Financial, Inc.

Is a member  FINRA - SIPC and regulated by the US Securities and Exchange Commission

as well as the Commodity Futures Trading Commission.



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