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2. Terms & Conditions
3. Profile Information
4. Identity Verification
5. User ID & Password
The registration process will allow you to create a new user ID and password with which to access your investment information on this site.
Please contact M Holdings Securities, Inc. if you have an existing user ID and wish to link additional accounts.
You will be guided through 4 simple steps to complete your registration, during which you will be asked to:
Review and agree to the Terms and Conditions regarding the use of this website
Provide user information, including an e-mail address
Verify your identity
Create a user ID and secure password
At the end of the process you will have to activate your ID by clicking a link in an e-mail that will be sent to the e-mail address you provided.