Online Help : Online Access for Financial Professionals
- For clients, registering allows secure, convenient access to mutual fund accounts and the ability to conduct transactions online. See Online Access for Clients for more information about client registration and account access.
- For financial professionals, registering online with Columbia Management provides access to secure advisor-only sales and marketing materials and additional product information, such as off-shore funds. Financial professionals can also access client account information through DST Vision.
Is this site considered secure?
We rely on 128-bit encryption technology, the most secure encryption technology available. In addition, we have incorporated additional security procedures into the account login and registration process to help ensure your information remains safe and secure.
Do all shareholders have online access to their accounts?
No, shareholders who purchased their shares from certain third parties, such as Schwab OneSource® or Fidelity Funds Network® do not have access to their accounts on this website. The third party organizations maintain account records on their own systems and do not provide us with that information. If your client purchased fund shares through such a third party you will need to contact that third party organization to obtain account information.
How can I help my client with online accounts and registration?
See Online Access for Clients or more information about client registration and account access.
How do I register for secure site access?
From the homepage below the login box, click on Register now and choose the account type you are registering for. You’ll need to provide your last name, branch ZIP and your CRD# or Access Key for verification. Next, create your new User ID and password, then answer a validation question and answer to help you retrieve your password if you forget it. Lastly, review and accept the user agreement to complete registration and view your account.
How do I get my CRD#?
As a registered representative, FINRA has provided you with a CRD#. If you need help locating your CRD#, you can use FINRA's online BrokerCheck or you can contact FINRA's BrokerCheck toll-free hotline at 1.800.289.9999 Monday - Friday, 8 a.m - 8 p.m. ET.
How do I get an Access key?
Please contact us and a Columbia Management representative will assist you.
How can I change my password?
You can change your password at any time. After you log into your account, select the Change password link at the top right of the page. Enter your current password and your new password to update.
I can't remember my password.
You can reset your password online using the Forgot password link below the login module on the Home page or Account access page. You will need to know your User ID and the validation question and answer your chose when you registered in order to reset your password online. If you need additional help, please contact us.
I can't remember my User ID.
If you forget your User ID or get locked out of the secure site, please contact us for assistance.
I receive an error message when logging into my account.
There are several reasons why you may receive an error message when logging in. Check to ensure that your User ID and password are correct. If you continue to have trouble, please contact us for assistance.