Current clients can access their accounts through the following link. If you need additional information or have questions about your account, please contact us.

By clicking this link, you will be redirected to a website that is not controlled by Investment Concepts, Inc.

Instructions to access your BROKERAGE ONLY account:

  1. Enter your account number (no spaces or dashes) into the “ID” field, and click the Login button.
  2. Enter your initial password into the Password field and click the Continue button - The initial password is AI followed by date of birth - Example: “AI010180”.
  3. You must change your password by entering your initial password (described above) into the Current Password field.
  4. Enter a new password into the New Password field.
  5. Enter the new password again into the Confirm New Password field.
  6. Click the Change Password button.
  7. Choose 4 security questions by selecting a question in each of the “Question” drop-down menus, and provide an answer to each question in the corresponding “Answer” fields.
  8. Click the Continue button.
  9. Review the security questions and answers, and click the Continue button if no changes are required. Click the Back button to make corrections.
  10. Enter a security phrase into the “Enter Personalized Security Phrase” field. Enter whatever you want here (e.g. “I love my dog”, “My broker is the best”, “E=MC2”, etc). In the future when you log in, you should see your security phrase displayed. This ensures you are on a legitimate version of the website.
  11. Choose a security image. Click the “Change Image” link to view the choice of images, and make a selection. In the future when you log in, you should see your image displayed. This ensures you are on a legitimate version of the website.
  12. Click the Save Info button after selecting an image and a security phrase.


Any hyperlinks are provided as a convenience and for informational purposes only. The links are not part of the Investment Concepts, Inc. or SagePoint Financial, Inc. websites, and the links to outside websites does not mean that either company endorses or accepts any responsibility for the content, or the use, of the website. Investment Concepts, Inc. and SagePoint Financial, Inc. do not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. Investment Concepts, Inc. and SagePoint Financial, Inc. assume no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.

*SagePoint Financial, Inc. does not offer tax or legal advice.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies 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, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.