HTS-PICI Account - Online Access
Accessing your HTS-PICI account online begins with making
sure we have a valid email address on file. Contact
your Rep to verify BEFORE you begin the online registration
process. You must have a valid email address on
file in order to register. Begin
registration by clicking on "ClientExp Online Access" button and
follow screen instructions. HTS has provided short
tutorials to assist you in the registration
Click on the movie icon located on registration
screen to view.
Tip for registration: keep your username
and registration simple but unique. There are
guidelines that need to be followed when establishing both.
Tip for registration: security questions
are case sensitive - use all lower case letters to avoid
frustration in the event you have to answer them for logon
Tip for navigation of site: all sections
on the site have short tutorials to assist you in
navigating and using the different pages.
Click on the movie icon located on screen to view.
Tip for access to all accounts: accounts
that share the same tax identification number can be
accessed via one logon by linking within ClientExp.
Take note that if you have accounts that are related but
have a different tax identification number, they can be
linked with a letter of authorization from the primary
account holder. Contact your Rep to facilitate this.