Client Agreement

Login and password problems

Problems viewing the site

Client Agreement

Why must I agree to your client agreement before being permitted to view my accounts online?

The Client Access agreement is an important document that outlines the services we offer, and legal information about the site and how it is used. It is a standard type of document that most online services are required to use today. Users of the site are required to agree to this document every year or whenever there is a change to the agreement, whichever happens first. For further information, please contact your Oppenheimer Financial Advisor.

Login & Password Problems

I want to see my accounts online but don't have a user name and password.

Please contact your Oppenheimer Financial Advisor who can enroll you in the online service for viewing access to your account information on this site.

My user name or password is not working.

There are three things that may cause this problem.

  • The first is simply that you may have mistyped either your user name or password.

  • The second is that the Caps Lock key may be engaged. Our passwords are case sensitive.

  • Third, access to the Client Access site is disabled if you do not login once in a calendar year.

Be mindful of these possibilities and try again. If you still cannot log into the site, you can choose to reset your password.

You will need to provide your User Name, the email address used when creating your online access and your account number. All information must be valid in order for us to reset your password. If all information matches our records, we will email you a temporary password that will allow you to login. You will then be required to change your password.

Be mindful of these possibilities and try again. If it still doesn't work please call Client Help at 866-809-OPCO (6726), Monday through Friday from 8:00 AM to 8:00 PM ET, and Saturday from 10:00 AM to 2:00 PM ET. Usernames and passwords may only be reset by your Financial Advisor. If you do not have your Financial Advisor's contact information Client Help can provide you with this information.

If you do not have all of the information necessary to perform a password reset, please contact your Financial Advisor for assistance. If you do not have your Financial Advisor's contact information, please call Client Help at 866-809-OPCO (6726), Monday through Friday from 8:00 AM to 8:00 PM ET, and Saturday from 10:00 AM to 2:00 PM ET.

My user name or password didn't work, and now I'm locked out of the site.

Five incorrect login attempts in a row will lock you out for 10 minutes (this is a security procedure designed to prevent automatic password breaking programs to work on our website, protecting your information). Only a correct login will reset the "five wrong logins in a row" counter. Typically, most of the lockouts are due to one or more of three things.

  • The first is simply that you may have mistyped either your user name or password.

  • The second is that the Caps Lock key may be engaged. Our passwords are case sensitive.

  • Third, access to the Client Access site is disabled if you do not login once in a calendar year.

Be mindful of these possibilities and try again. If you still cannot log into the site, you can choose to reset your password.

You will need to provide your User Name, the email address used when creating your online access and your account number. All information must be valid in order for us to reset your password. If all information matches our records, we will email you a temporary password that will allow you to login. You will then be required to change your password.

If you do not have all of the information necessary to perform a password reset, please contact your Financial Advisor for assistance. If you do not have your Financial Advisor's contact information, please call Client Help at 866-809-OPCO (6726), Monday through Friday from 8:00 AM to 8:00 PM ET, and Saturday from 10:00 AM to 2:00 PM ET.

Problems Viewing the Site

I can login to the site but I can't see much once there.

It is possible you are using an outdated browser. We currently support the following browsers; please check to see if you might need to upgrade to a later version of your software.

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For further assistance, please call Client Help at 866-809-OPCO (6726), Monday through Friday from 8:00 AM to 8:00 PM ET, and Saturday from 10:00 AM to 2:00 PM ET.