SMI Private Client

We were not able to locate you in our system. It is possible that a number was inputted incorrectly, and be sure to enter a PIN if you have one on file.

Please enter your information again below or if you still receive this error, please call our team at 800-796-4975.

We were not able to locate you in our system. It is possible that a number was inputted incorrectly or a Security PIN may already be established.

Please enter your information again below or if you still receive this error, please call our team at 800-796-4975.

To confirm your identity, please provide the following:

Let's start by looking you up in our system. Please provide the following:

Date of Birth (mm/dd/yyyy)

Zip Code

Zip Code for Legal Address

Last 4 digits of Social Security Number

Security PIN

If you have set up a Security PIN, please enter it here. Otherwise, leave this field blank and you'll be prompted to create one later in the process.