It’s easy. Just create a new account to begin. Complete the easy sign-up wizard which will allow you to obtain a username and password to log into your new account. All service fees are transaction based. If your firm already has an account and you want to add yourself as a new user, simply click on “Sign Up” and select “I want to add a user to an existing account.” Then complete the remaining fields until you click “Finish.” You will need the account number and zip code of the account to complete the process.