PRIVATE VIEW ENROLLMENT

To enroll in Private View, please contact your Account Officer at his or her direct number or at 617-482-5270. Your Account Officer will send you a packet of information describing the service and the Private View Agreement. Please review and sign the Private View Agreement, and mail or fax the signed agreement to your Account Officer.

When we receive your signed PrivateView Account Agreement, your Investment Officer will call you with your login ID. Then, the Private View Systems Administrator will e-mail your password to you. Once you receive your password, you can begin using Private View immediately.