Chesapeake Financial Planning : Accessing your Account

security setup. You will be asked to pick four security questions. These questions assist in verifying your identity when logging in from different computers.You might need to answers these questions in the future so please make sure they are something you will remember.

5: Next you will be setting up a personalized security phrase and image.

Please do not use login related phrases (ie login information,password or, answers to security questions.)

After you pick an image and make a phrase click on save info

After all steps are completed correctly you will be taken to your account!

* If at anytime you have any question about accessing your account, please feel free to contact us at (410) 974-0410.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


Accessing your Account Accessing your account on line is simple! Updated 12/16/2009 Getting Started - Registering for the first time is easiest when we are talking on the phone together. Contact us at 410-974-0410 to receive a temporary password and we'll walk you through the process. 1 : Start by copying sagepoint2.netxselect.com into your browser to access the website 2: On the top right hand corner you will see the login box. You will need to enter your user ID then click "continue" 3: Enter you password then click "continue" 4: You will be taken to

Chesapeake Financial Planning & Tax Services, Inc.

Accessing your Account

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