For any technical difficulties with Univeris EWMS Investor Web, the following troubleshooting is recommended:

• Consult the “Investor Web Access” guide for a step-by-step guide on how to access your financial portfolio
• Confirm your client log-in information
• Contact your Partners In Planning Advisor and advise the specific details of the problem.  For Advisor contact information, please see Locate An Advisor.

Univeris Investor Web Client Login