Account Information

HTS-PICI Account - Online Access                 

 

You must have a valid email address on file in order to register.

Accessing your HTS-PICI account online begins with making sure we have a valid email address on file.  Contact your financial professional to verify BEFORE you begin the online registration process.     Begin registration by clicking on "HTS MOMentum Login" button and follow screen instructions.  HTS has provided short tutorials to assist you in the registration process.  Please view them, it will help you in the process. 

 

Tip for access to all accounts:  Accounts that share the same tax identification number are linked automatically with the single logon created.  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, signed by all account holders of the accounts to be linked.  Contact your financial professional for more information.

Go Paperless - e-Delivery

 

Email delivery of confirms, statements and government reporting documents is now available for all HTS-PICI client accounts.  Signing up is easy!  When you log into your account, you can select the options to receive an email notice that your documents are ready for viewing on MOmentum. 

 

Important note:  if you have several accounts and wish to receive one document, contact your financial professional to be set up for "householding of accounts".   All accounts must have the same mailing address.

Account Forms

All PICI and HTS account forms should be obtained directly from your financial professional.  They have access to the most up-to-date information and can assist you from opening a new account to changing your address.

Wire Transfer

The firm generally requires that account obligations be met by Federal funds wire transfer.

 

Contact your financial professional for HTS fed wire instructions.