Step 1 of 3 - MY INFO

Select the type of information you want to use to access your account in our system.

Enter your AICPA Insurance Trust Account Number.

Please enter a 7 digit Account Number
Account Number should be 7 digits

The last 4 digits of your Social Security Number will help identify you in our database. We also need it to issue you a K-1 Statement associated with the Trust Annual Refund.

Security Info

Please enter last 4 digits of Account Holders SSN
Please enter a valid SSN number

Enter the Account Holder's Date of Birth.

Please enter a valid Date of Birth
Please enter date of birth in MM/DD/YYYY format

Enter the Account Holder's Zip Code.

Please enter a 5 digit Zip Code
Zip Code should be 5 digits