To access account information online or receive documents
electronically, please click on the "Online Account Access" link
Online Account Access Portal
(Please see below
New Century Online Account Access Users,
up new log-in credentials and linking those credentials to the desired New
Century accounts involves the following:
need to go to the new
log-in page and click the “Create User Name”
link to establish a new user name and password. This requires a valid
email address as part of the registration process (a confirmation
email will be sent to this address).
the New User Setup you will be asked to link all applicable accounts
to the requested User Name. The identity of the primary account
owner must be confirmed. Detailed instructions are available on
the website through the link above.
logging into the new site, users need to individually link each of
their New Century accounts to their user log-in. This will require the
(exclude Fund ID Prefix).
Owner's Tax-ID or Social Security Number.
zip code of the address on record for the account.
a User Name.
logged in, you can link multiple New Century accounts
registered to different owners (such as husband, wife, and children), as long as those New Century accounts have been activated
for online access, the above information has been provided, and those
NC accounts have not been linked to any other log-in.
Century accounts can only be linked to one user log-in (i.e. if a user
sets up one log-in to view all family accounts, none of those family
accounts can be linked for viewing to any other user log-in). If you
attempt to link your log-in to one of your accounts and you are
informed that a link has already been created, please contact your
Weston Financial investment counseling team immediately to
more information on Ultimus Fund Solutions, you can visit their web
site at http://www.ultimusfundsolutions.com.
Copyright 2000 -
2017 by Weston
Securities Corporation. All rights reserved.