How does the client log in for the first time?

They will receive two emails:

  • Username email – this email contains their Username for the Mason Stevens online system.
  • Password creation link email - they will follow this link to create their password. By clicking the link, they will be directed to the next page where they will be asked to submit a new password.

Once the new password meets all the requirements, the page will update and state Password Updated.

Adviser Tip

The Password creation link is valid for 72 hours.

Should your client’s password creation link expire, the client can still use this link to reset their password or alternatively click reset password on the log in page.

Your client will receive these two emails within 1-2 business days of their account application being submitted.