ONCE YOUR ACCOUNT IS ESTABLISHED, you will be able to access it online. You must contact your representative who will supply you with a login and password.

When you have received your login and password from a SIP representative:

  • go to the “view my account” page
  • enter your user id and password where indicated
  • click enter

You may also access your account online directly by entering clearing.jefferies.com into your browser and then follow the same logon instructions above.

The menus and functions of the account access window should be self-explanatory; however, if you have questions, or difficulty navigating the site please feel free to contact our customer service department for assistance.

Important: If you experience difficulties using this portion of the site, please contact Securities & Investment Planning Company at customerservice@siponline.com or by telephone at 973-701-8033.

Please be aware that e-mail communication is almost never fully secure. Although it may be tempting to try to resolve a difficulty by e-mail, Securities & Investment Planning Company encourages clients to refrain from using e-mail to convey Important, confidential information such as account numbers, passwords, etc. Under no circumstances should e-mail be used to place or modify an order.

Siponline.com and zootrade.com are trademarks of Securities & Investment Planning Company