Current clients can register 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.

Register Account

Instructions to register your account:

  1. Click on the Registration button.
  2. Enter your social security number into the Social Security Number field.
  3. Enter AFAV62 into the Client Temp Password field (case sensitive).
  4. Click the Next button.
  5. Read and agree to the User Agreement.
  6. Create a user name and password.
  7. Click the Next button to continue.
  8. Wait for approval from the advisor.


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.