Advisor Portal Access

Vision 2020 Login

This knowledge article covers how our Financial Professionals log in. 

From any page on our website, they should select the login dropdown in the upper righthand corner and choose Financial Professional. 

This will redirect them to the login page. If they have their username and password, it is simple to log in from here. If they are missing their User ID, there is a verification process to retrieve the ID that they may follow.

After completing this how-to you will have ...

What's Next

This is what was achieved and what was omitted in this how-to.