Account Login

Exclusive access to plan accounts for financial advisors, plan sponsors, and participants.

Run reports, view transaction history, make fund changes – all tailored to meet your tracking and reporting needs while keeping your retirement plan on target.

800.279.4015 ext. 206

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Employer/Participant

Account Login Access
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Participant
Plan Sponsor/Employer

Financial Advisor

CAP Login Access
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Consultant Access Portal

Did You Know...

The Auditor's Toolbox™ is a CPI exclusive that gives auditors everything they need in one convenient location in order to complete a retirement
plan audit.