Frequently Asked Questions

How can I access my accounts?

Directly below your advisor's photo is a list of helpful links. The bottom link is Client Account Access. Click this link and then select the desired company name.

I met someone at an event and I can't remember that advisor's name. How do I search?

Try searching by zip code in the red Find an Advisor box. That's a great place to start.

I'd like to find out more information on becoming part of the North Star team of financial advisors. Where do I start?

Visit our Careers section for our selection process and recruiting team contact information.

I'm not on a financial advisor career path but interested in other positions within North Star. Do you have openings?

Any position openings will be listed by location on our Opportunities page. We have offices across the country!