How-to: Access my account

Below please find the steps for successfully accessing your Winslow account online. Password issues? Please call us at (617) 896-3500 and we will be glad to assist you.

1. Visit www.winslowevanscrocker.com

2. Click on “Account Login” at the top right of your screen. The access screen will appear.

3. In the Financial Organization field type NU7

4. In the User ID field type your ID

5. Click on “Login” button

6. In the Password field type your password

7. (For first-time access or new passwords.) Click on “Continue” button. The system will ask you to create a new password.  Once you have completed the new password you will be asked to answer a few security questions. Once completed you will be able to access your accounts online.

8. Click on “Go Paperless” icon in the upper right hand corner. This will bring you to a Document Delivery page where you will have the option to receive electronic statements, trade confirmations, and eligible tax documents. It is strongly recommended that you elect to receive electronic statements and trade confirmations. Beginning June 1, 2010, each paper statement and paper trade confirmation will result in a $1 charge to the respective account.

**IMPORTANT**
Please remember to properly log off the system by clicking on “LOGOUT” in the upper right hand corner of your screen at the end of each session.  This will ensure that your ID and password are maintained by the system.