Client Account Access

Instructions to Sign-up for Vision 2020 Access 

• Click on the Vision 2020 Link above
  
• Click on Registration
  
• Enter your SSN
  
• Enter your temporary password (Temporary password is AFADM5)
  
• It will prompt you to change your username and password to one of your choosing. 
  
• Let us know when you have registered so that we may approve your access. 
  
• Once approved you will be able to view your accounts online.  

Instructions to go paperless with Netx and see account information as well

• Click on the SagePoint Logo above
  
• User name – Account Number
  
• Password is ai (a as in Apple i as in Investment) (DOB in 6 digit format) 010199 – January 1 1999 (Example ai010199)
  
• Will prompt you to change your password
  
• Top right select go paperless
  
• Select which statements you would like to receive electronically

Instructions to go Paperless

• Click on the go paperless logo above
  
• You will be asked to agree to terms and conditions regarding the use of the website. 
  
• Next provide your user information.
  
• You will then be asked a series of questions to verify your identity. This will help ensure the safety and security of your information.
  
• Once you have successfully verified your identity, you will be asked to create a user id and password. You will also be asked to enter a valid e-mail address.
  
• An e-mail will be sent to the e-mail address you provided. Click the link in the e-mail to complete your enrollment. You will be directed back to www.myedocumentsuite.com and can log in with your user ID and password.
  
• The first time you log in, you must select and answer a set of challenge questions and choose a personal security phrase and image.
  
• You will be presented with a list of accounts associated with your Social Security number. All accounts will default to electronic delivery. Please click “Save” to confirm all choices.
  
• Last, you will be asked to review and agree to terms and conditions regarding electronic delivery; please enter your name and click “I Agree.”  

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.