Accessing your SWS-PICI account online begins with making
sure we have a valid email address on file. Contact
your Rep to verify BEFORE you begin the online registration
process. You must have a valid email address on
file in order to register. Begin
registration by clicking on "Acct Online Access" button and
follow screen instructions. SWS has provided short
voice-read tutorials to assist you in the registration
Click on the movie icon located on registration
screen to view.
Tip for registration: keep your username
and registration simple but unique. There are
guidelines that need to followed when establishing both.
Tip for registration: security questions
are case sensitive - use all lower case letters to avoid
frustration in the event you have to answer them for logon
Tip for navigation of site: all sections
on the site have short voice-read tutorials to assist you in
navigating and using the different pages.
Click on the movie icon located on the
screen to view
Tip for access to all accounts: accounts
that share the same tax identification number can be
accessed via one logon by linking within ClientExp.
Take note that if you have a accounts that are related but
have a different tax identification number, they can be
linked with a letter of authorization from the primary
account holder. Contact your Rep to facilitate this.