To become a member create an account and join:
- Visit www.investmentsandwealth.org/login and use the link “create an account”. If you already have an account please continue to login page.
- Once on the Dashboard page locate the “My Institute Membership” box and select “Join”.
- 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:
- Login to your Dashboard at www.investmentsandwealth.org/login.
- Once on the Dashboard page locate the “My Institute Membership” box and select “Renew” or “Fix this”.
- 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:
- Login to your Dashboard at www.investmentsandwealth.org/login.
- Once on the Dashboard page locate the “My Institute Membership” box and select “Upgrade”.
- Select your upgraded benefit package and complete your payment.
- 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.