* - Required fields

Account : 

 * To register under an existing account, choose Existing Account and enter the account number. Otherwise choose New Account and enter the Firm Name.

Account number : 

 Existing account

Firm Name : 

 New account
 

First Name  : 

*

Last Name  : 

*

Address  : 

*

City : 

*

State/Province  : 

*

Zip/Postal Code  : 

*

Country  : 
 *
Email address  : 
 *
Phone #  : 
 *
Practice Specialty  : 
 *
# of Partners  : 
 *

 

Security:
Type a user name and password. You'll use these each time you visit MyClientPlan.com. Please note that user names and passwords are case-sensitive.
User Name :  *
Don't use characters like ' , " @ etc.
Password : 

*
 
Type password again : 

*
User Type : 

*

An admin user is the administrator for this account. The first user is always the admin.  

Checkpoint:
A security checkpoint is a question to which only you know the answer. Before you view screens that contain confidential information,you answer a security checkpoint you define here. This protects your privacy.
Type a question and an answer. For example,

 

Question: What is my favorite song?

   Answer: Happy Birthday
Question: Big   Answer: Dipper


 

Question

   Answer
*

*

 

Type answer again  : 

*