Access Your Account

Activating Report Access

  1. First, go to this web page to begin.
  2. Click on the “Registration” button.
  3. You will be prompted for your Social Security Number and Temporary Password.  Your temporary password is denobles06 .  Then click the “Submit” button.
  4. The next screen contains a User Agreement.  Read and click the “Accept” button.
  5. The next screen will ask you to select a Username and Password.  They must be between 6 and 20 characters.  Then you must enter some personal information.  Descriptions with an “*” are required fields.  All others are optional.  Once completed click on the “Next” button.
  6. A Registration Confirmation screen will appear.  Click the “OK” button to complete the registration process.
  7. This will send Nobles Financial Planning an e-mail letting us know that you are requesting online access.  We will then go online and approve your request.  After that you should have access.  If you would like immediate access after completing the registration process, call the office (323-9195) and Grace, Sandra or David can immediately approve your access.

Accessing Online Report

  1. First, go to this web page to begin.
  2. Type in your Username and click Submit.  Then type in your Password and click Submit.
  3. If accounts are combined (ie: husband and wife), click on the pull down box in 1. Portfolio and click on the second portfolio option.  Then in 4. Run Report click “Go”.
  4. If you want to print it, click on “Print Friendly” in 4. Run Report.