Registration Help
Steps to Complete Registration:
1.
Click
on the Registration box on the Login Page https://www.cirstatements.com.
2.
Type
in your Social Security Number without dashes (i.e.111223333).
3.
Type
in your Client Temporary Password/Authorization
- millerfin
4.
When
completed, select the Next button.
5.
Read
the User Agreement and if acceptable select the OK button.
6.
The
screen will now display a Registration Form. All fields marked with a red
asterisk (i.e., * ) are required and must be entered. Please
note, enter this information with care, as the information you enter at this
point will carry to your performance reports.
i.
Enter
a unique User Name and Password for your Account. The User Name and Password
must each be between six (6) and ten (10) alphanumeric characters. The Password
will not display as it is encrypted for security reasons and you should write
it down and retain it in a secured location. You must re-enter the Password to
confirm the original entry.
ii.
Select
a Name Prefix from the Dropdown Box.
iii.
Enter
your Last, First Name and Middle Initial as you wish it to be displayed.
iv.
Enter
your telephone and fax contact numbers.
v.
Enter
your email address. Do not enter spaces. Your email address is an important
means of automatic and direct contact. Ensure that it is correct and
operational.
vi.
Enter
your Business Name.
vii.
Enter
your Address including State from the Dropdown Box.
viii.
Enter
a Temporary Password. The Temporary Password must each be between six (6) and
ten (10) alphanumeric characters. Your clients will use this Temporary Password
during Investor Registration (much like you used the one supplied by your
Broker/Dealer to get to this point). This Client Temporary Password must be
different from your Password entered above.
7.
When
completed, select the Next button to continue.
8.
A
Registration Confirmation message acknowledging your successful registration
will display. Select OK.
9.
Your
status as a user of the system is now "Pending".
10. Your Broker/Dealer will be notified of
your Registration and pending approval. The Broker/Dealer will approve your Registration to complete the Registration
Process.
11. Once the Broker/Dealer approves the
Registration, an email Confirmation Notice will be sent to your email address,
informing you that you are approved, providing brief introductory information, and the system is now available for your login
with the User Name and Password selected. Your status as user of the system is
now "Active".