Follow the instructions below to create your personal login credentials and access your account online today!

  1. On the login page, click the "Enroll Now" link, which will take you to the enrollment page.

Institutional eVantage Enrollment Guide
  1. For Account Holder:

  • Choose Your Role:

  • Follow the directions below to verify your identity.
  1. Enter the account number
  2. Enter your 6-digit security PIN
  3. Enter the Social Security Number with dashes
  4. Click the Verify Information button

  • You will now be asked to create a User Name, Password, and select a Security Question
  1. Create a Username (your User Name must be unique as the system will not allow multiple individuals to have the same username.)
  2. Create a Password (your password must be more than 6 characters and cannot contain ' or ")
  3. Re-type the Password
  4. Select a Security Question from three options
  5. Enter the Anwswer to the Security Question
  6. Click the Enroll button

  1. For Designated Representatives:

  • Choose Your Role:

  • Follow the directions below to verify your identity.

  1. Enter one of the accounts you manage
  2. Enter Designated Representative Number
  3. Click Verify

  • You will now be asked to create a User Name, Password, and select a Security Question
  1. Create a Username (your User Name must be unique as the system will not allow multiple individuals to have the same username.)
  2. Create a Password (your password must be more than 6 characters and cannot contain ' or ")
  3. Re-type the Password
  4. Click the Enroll button

  1. After clicking the "Enroll" button, you will be taken to the Enrollment Confirmation page that contains a link to the Institutional eVANTAGE login page.

    Congratulations, you have now successfully enrolled in Institutional eVANTAGE!
  2. Click the “Login to Institutional eVANTAGE” link to be re-directed to the Client Login page. You may now login to your Institutional eVANTAGE account.