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William Prescott Private Client

New Client Enrollment

To establish your secure portal access, please provide the information below exactly as it appears on your account documentation. All fields are required unless otherwise noted.

Account Identification

Enter your 9-digit account number exactly as shown on your statement.

Identity Verification
Create Credentials

5–24 characters. Letters, numbers, and underscores only. Must begin with a letter.

Minimum 5 characters. Must include at least one special character (e.g. !, @, #, $).

Your information is protected by 256-bit SSL encryption. William Prescott Private Client will never ask for your full Social Security Number by phone or email.