Online Account Access for Plan Participants

• Step 1: To access your account for the first time, please visit: https://www.leadingretirement.com/portal/ 
• Step 2: Click “Register to access your account” to start your registration.
• Step 3: Verify your identity by entering your personal information, then click “Save and Continue”. 
  • Note: the SSN field does not need dashes, but Date of Birth does need slashes (ex. MM/DD/YYYY).
  • Note: the Plan Information fields on bottom can be left blank
    
• Step 4: Next, you will be prompted to Two-Step Verification. A one-time code will be sent. Enter this code to proceed.
• Step 5: Upon successful account identification, you will be prompted on the next screen to set up your new login credentials.
• Step 6: Account Registration is now complete. You’ll be prompted to return to the Login page to continue your setup.
• Step 7: Log in with your new login credentials. 
• Step 8: Set your Security Preferences
  • (a) Set up with personal email address, enter password to save.
  • (b) Establish two-step verification frequency.

Leading Retirement Solutions

(206) 430-5084 phone
  service@leadingretirement.com

www.leadingretirement.com