ALLiS Login | phone icon (877) 254-4429

ALLiS: Let's Get Started

And now you’re ready to view your dashboard, where:

Advisors will see: 

Clients will see: 

Let’s Get Started

  • If you have a username: proceed to step 1
  • If you don’t have a username: please call our office at 877-254-4429
Hover over ALLiS located at top right of this page and choose "Login"
  1. Click “New User Setup”.
  2. Enter your username and the security code that appears.
  3. Click “OK” to close the popup box that appears. I’ll send you an email with a temporary password.
  4. From the email, click “Login Here”.
  5. Enter your username and temporary password.
  6. Password Change Required web page opens. Click "Change Password".
  7. Enter the temporary password I sent, then twice enter your chosen password, then click “Submit”.
  8. Your password has now been reset. Click “OK” to close the popup box that appears.
  9. I’ll send you an email confirmation that you’re ready to go.
  10. Remember to save your username and password!

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