Enhancing the professionalism of financial advisors in the best interests of the consumer

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Personalized Username
or Advocis ID:
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First time login:

If you have an Advocis ID, click here to create the password.
To retrieve your Advocis ID, click here.
If you never had an Advocis ID, click here.



Enter your personalized username or Advocis ID and password.

To help make it easier for you to access the secure sections of the Advocis website we’ve implemented a new Personalized Username feature. This will allow you to create your own custom user name for the Advocis website instead of using your Advocis ID Number – a personalized user name that is easy for you to remember but still with the full security and protection that’s always been present in the Advocis website.

To create your personalized username, enter your Advocis ID number and password as you would normally to login. You will then be redirected to a web page that will allow you to create and set your personalized username. If you don’t wish to at this time, please login normally and then click the “Ask me later” button on the page.

You have five attempts to log in correctly before your access is cut off. Access will be reset after half an hour.