Membership

To become a member create an account and join:

1. Visit www.investmentsandwealth.org/login and use the link “create an account”. If you already have an account please continue to login page.
2. Once on the Dashboard page locate the “My Institute Membership” box and select “Join”.
3. Select your benefit package and join. Look for your email confirmation to begin enjoying your new Institute membership.

If you would prefer to provide a hard copy form for your membership, please download the new member application and submit your form and payment information to membership@i-w.org.

New members are defined as anyone who has never held membership with Investments & Wealth Institute or if it has been more than two years since your last active membership.

To renew or reactivate your membership:

1. Login to your Dashboard at www.investmentsandwealth.org/login.
2. Once on the Dashboard page locate the “My Institute Membership” box and select “Renew” or “Fix this”.
3. Select your benefit package and renew/reactivate. Look for your email confirmation to continue enjoying your Institute membership.

If you would prefer to provide a hard copy form for your membership renewal/reactivation, please download the member renewal application and submit your form and payment information to membership@i-w.org.

Members may upgrade their benefit package at their next renewal. Please note: If you upgrade your membership with your renewal those new benefits will not be effective until your next renewal cycle has begun.

To upgrade outside of renewal:

1. Login to your Dashboard at www.investmentsandwealth.org/login.
2. Once on the Dashboard page locate the “My Institute Membership” box and select “Upgrade”.
3. Select your upgraded benefit package and complete your payment.
4. Look for your confirmation to begin enjoying your new benefits.

If you would prefer to provide a hard copy form for your membership upgrade, please download the member renewal application and submit your form and payment information to membership@i-w.org.