Registering with Cofficient can be completed in four easy steps!
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Register your Interest
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Complete, and submit, the online registration form.
Go on to Step One Now!
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Meet with Us
A Cofficient representative will contact you to arrange a meeting with our qualified accountants. The purpose of this meeting is to discuss your needs, and determine the most appropriate operating structure for you.
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Sign Contracts
Based on your chosen operating structure, complete the necessary agreements and forward them to Cofficient.
At this time, we will attend to any of the setup details necessary for you to operate with Cofficient.
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Activate User ID
Once the necessary documentation is in place, your dedicated Account Manager will advise you, and activate your User ID.
At this point you will have access to all Cofficient services. Cofficient is ready to work for you!!
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If you are unsure which option (Member or Associate) is best for you, contact Cofficient to discuss your needs.
Before completing the registration form please ensure that you have read, understood and agree with the Cofficient Privacy Statement. Cofficient cannot accept your registration without you first having done so. |
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