Client Portals Users Guide

Resetting Your Password

If a client forgets their user name or password, they can use their email address to reset their password and acquire their user name. This can be done by performing the below steps:

  1. From the login page of the Private Client Site, click on either the "Don't know your user name?" or "Forgot your password?" link.
  2. Enter the email address and click the "Submit" button.
  3. An email will be sent to the client with instructions on how to reset their password. Those instructions must be completed within ten minutes*, or the process will timeout, and the client will have to start over.

    * The content of this email and the time frame can be customized on a per account basis. You can contact our Sales department at (970) 336-5960 to have this adjustment made.