Request Online Account Access

Complete the Form Below to Request Online Access to your Account

  • How do I find my Client ID Number?  You can find your Client ID Number on the first page of your account statement in the top right corner.

    Important Note: If you are unable to provide your Client ID Number when submitting this form, you will be required to provide it to our staff when they call to verify your request for online account acccess.

Please be advised that any information sent through this form is not considered secure and privacy cannot be ensured. Therefore, it is important that you do not include any confidential information, such as your GP Wealth Management account numbers, bank account numbers, credit card numbers or other account details. We will process your data in accordance with our Privacy Policy in order to respond to your enquiry.