New User Registration is the process of creating a unique User Name and Password that gives you secure access to your accounts.

Register as an Investor

Steps to Register as an Investor

  1. Select the Register Now link in the top menu bar of any page on our site.
  2. Enter a valid Tax Identification number (Social Security number or Employer Identification number).
  3. Set Up Your Account:
    • Enter a 12-13 digit account number registered to the Tax Identification number entered in Step 2. If you do not have this information readily available, please contact us.
    • Enter an email address
    • Enter a phone number
    • Create a User Name
  4. Set Up Security Features:
    • Create a Password
    • Choose and name an image
    • Select and answer three challenge questions. You can also write your own challenge questions. 
  5. Choose services for your accounts (optional, but recommended)
  6. Follow the prompts to complete registration.

Steps to Register a Giftrust® Account

  1. Select the Register Now link in the top menu bar of any page on our site.
  2. Enter the Employer Identification Number (EIN) assigned to the Giftrust account by American Century Investments®.
  3. Set Up Your Account:
    • Enter the 12-digit Giftrust account number registered to the EIN entered in Step 2. If you do not have this information readily available, please contact us.
    • Enter an email address
    • Enter a phone number
    • Create a User Name
  4. Set Up Security Features:
    • Create a Password
    • Choose and name an image
    • Select and answer three challenge questions. You can also write your own challenge questions.
  5. Choose services for your accounts (optional, but recommended)
  6. Follow the prompts to complete registration.

Steps to Register a UGMA*, UTMA* or Coverdell Education Savings Account**

  1. Select the Register Now link in the top menu bar of any page on our site.
  2. Enter the Social Security number of the beneficiary.
  3. Set Up Your Account:
    • Enter the 12-digit UGMA, UTMA or Coverdell Education Savings Account number for verification. If you do not have this information readily available, please contact us.
    • Enter an email address
    • Enter a phone number
    • Create a User Name
  4. Set Up Security Features:
    • Create a Password
    • Choose and name an image
    • Select and answer three challenge questions. You can also write your own challenge questions.
  5. Choose services for your accounts (optional, but recommended)
  6. Follow the prompts to complete registration.

* Online access is not available for UGMA or UTMA accounts with multiple custodians under the primary Tax Identification number.

** Online access is not available if the Responsible Individual for the CESA is different from the custodian of a UGMA or UTMA account under the same Tax Identification number.


How to Change Your Password

  1. Log In with your User Name and Password.
  2. Select the Update My Information link in the margin.
  3. Select the Change Password link.
  4. Enter your Current Password, New Password and Re-enter New Password in the fields provided.
  5. Select the Continue button.

How to Modify Your Challenge Questions and Answers

  1. Log In with your User Name and Password.
  2. Select the Update My Information link in the margin.
  3. Select the Modify Challenge Questions link.
  4. Complete the following three steps for each of the three challenge questions:
    -Select a challenge question from the Please Select One drop-down menu, or select the link to write your own question.
    -Enter an answer to the selected challenge question.
    -Re-enter the answer to verify your answer to the challenge question.
  5. Select the Done button.