ALLiS Login | phone icon (877) 254-4429

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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

  1. Click "ALLiS Login" located at the top right of this page, or click the login link from the welcome email you received. If you have not received a welcome email please call our office at 877-254-4429.
  2. Enter your username and temporary password.
  3. Password Change Required web page opens. Click "Change Password".
  4. Enter the temporary password I sent, then twice enter your chosen password, then click “Submit”.
  5. Your password has now been reset. Click “OK” to close the popup box that appears.
  6. I’ll send you an email confirmation that you’re ready to go.
  7. Remember to save your username and password!

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