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ONLINE ACCOUNT ACCESS

Already a user? Click the link below to be taken to the New Century Online Account Access log-in page.  

New Century Online Account Access (Ultimus - Transfer Agent)

Please note that New Century Portfolios online access to account data is offered and maintained by the Ultimus Fund Solutions' secure website. You will need to have specifically registered and been issued a user name and password for online access to your New Century account info. 

Need to Register for New Century Online Account Access?

1. To register for New Century Online Account Access, you must be an existing New Century client. You should contact a member of your WestonFinancial Investment team to initiate the registration process. Alternatively, if you are not familiar with the members of your Investment team, you can also send an email registration request (please include the full name of the New Century account holder in the email) to ncaccess@newcenturyportfolios.com.
   
   
2. Within 1 - 3 business days of registration submittal, valid New Century clients should receive confirmation of registration as well as log-in information either via phone or via email, depending upon how the initial request was submitted.
   
   
3. When signing into the New Century Online Account Information site (for which an outside agency - Ultimus - acts as data custodian) for the very first time, you will be prompted to change your password. If this is not done, each time you log in, you will be prompted once again to change. For this reason, we highly recommend clients change their passwords at that point of initial log-in. 

Problems Accessing Your New Century Online Account Access?

• One of the most common errors made by users is not to enter the dashes that are part of their user id. Please check how you are entering this information.
  
• There is an "I forgot my password" feature built into the Ultimus New Century Account Access web site which will email your password to you at your email address on record if you answer your challenge question correctly.
  
• If neither of the above resolve your issue, please send an email to ncaccess@newcenturyportfolios.com.

For more information on Ultimus Fund Solutions, you can visit their web site at http://www.ultimusfundsolutions.com.