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Dear
New Century Online Account Access Users,
As
of October 1st, 2010, New Century Portfolios has switched to a new web portal for online access to your investment
account data. This is an entirely different system than the current
account data portal, and, for security reasons, you will be required to
set up new log-in credentials for the new site. Your
existing log-in credentials for New Century account viewing will not work
with the new web portal.
Setting
up new log-in credentials and linking those credentials to the desired New
Century accounts involves the following:
- Users
need to contact their Weston Financial investment counseling team to
request that their New Century accounts be activated for online
access. It does not matter if users have previously requested access to
their account data via the old account access web portal; for security
reasons, users must explicitly request that their accounts be
activated for access on the new web portal.
- Users
need to go to the new
log-in page and click the “Create User Name”
link to establish a new user name and password. This requires a valid
email address as part of the registration process (a confirmation
email will be sent to this address). For security reasons, users’
social security numbers are no longer incorporated into the site
log-in credentials.
- After
completing the user registration and receiving confirmation that their
investment accounts have been activated for access on the new web
site, users log into the new site using their new user name and
password.
- After
logging into the new site, users need to individually link each of
their New Century accounts to their user log-in. This will require the
following information:
- The
Fund ID (i.e. which New Century Portfolio Fund, click
here for a list of ids).
- The
Account Number.
- The
Tax-ID or Social Security Number under which the account was
registered.
- The
First and Last Name of the Account Owner.
- The
zip code of the address on record for the account.
- One
user log-in can thus be linked to multiple New Century accounts
registered to different owners (such as husband, wife, and children), as long as those New Century accounts have been activated
for online access, the above information has been provided, and those
NC accounts have not been linked to any other log-in.
- New
Century accounts can only be linked to one user log-in (i.e. if a user
sets up one log-in to view all family accounts, none of those family
accounts can be linked for viewing to any other user log-in). If you
attempt to link your log-in to one of your accounts and you are
informed that a link has already been created, please contact your
Weston Financial investment counseling team immediately to
investigate.
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