Advisor Access provides a feature that will store multiple user IDs and descriptions on your computer so you don't have to type in your user ID every time you log in. The optional Description makes it easy to choose the right user ID when more than one person is accessing Agent Access on the same computer.
- Enter your User ID.
- Check the remember my User ID and Description box on the Log in screen.
- Enter the Description and your password.
- Press the Enter key or click Log in.
The next time you log in your user ID and description will be displayed. The Description list and User ID field will display the user ID and description for the last person who logged in to Advisor Access. To use a different user ID, simply select the appropriate one from the Description list.