TO GET STARTED
You need to fill out the form here :
1) Fill out the form, then you will get a quick call back from one of our agents who will ask you some basic questions.
Please put the E-mail of the Investment Advisor, if you are an assistant. If your Firm has a group E-mail, you may also wish to use that E-mail.
2) Then the accout will be created in the next 24 hours and you will be sent a link with the user name and password.
At that time, should you require an orientation tour, please feel free to call our Technical Support line at 514-861-1881 ex 3206.
It is preferable to use Google Chrome for Konversation-Agent,