I have passed the SIE, Series 63, and Series 65 all on the 1st attempt. Thank you Solomon Exam Prep! The practice tests are great and really prepare you for the real exam.

Gary Kilanowski. Scottsdale, AZ

Based on our results since adopting the Exam Prep Series 6 and Series 63 training program, I decided to try out the Exam Prep's pre-licensing program for the New York State Life, Accident and Health license exam. The material is comprehensive, clear and easy to understand, and I am getting positive feedback from my students. We're looking forward to increasing our first-time insurance exam pass rates with , like we did with securities licensing training.

Jim Sugrue, Development Manager, New York Life

Thanks to Solomon I was able to pass the SIE, Series 7, and Series 63, great study material if you put the hours in!

Xavier Mata, Cabrera Capital Markets. Chicago, IL

I used Solomon Exam Prep for both the Series 7 and 63. Everyone learns differently, and they have resources for every type of learner. Their practice exams and quizzes push you to be prepared for the most difficult questions, enabling you to be over-prepared (better than the alternative!) for your exam. I received a 93% on the Series 7 and wish the regulators provided a score for the Series 63, but needless to say I passed. If I ever need to take a regulatory exam again, I will look to these guys first.

Suraj P, New York, NY

The Series 63 course book was great- well-written and light-hearted enough to make the study material easy-reading. I studied for 10 days, took all your practice exams and passed with 87%. Couldn't really ask for anything more. Thank you to you and First Books – a great resource!

Matthew Bristow, Managing Director, ClearRidge Capital, Tulsa, Oklahoma

I passed the Series 63 on the first try. You now have a loyal customer in me. Using Solomon is probably the closest exam success guarantee you could possibly get. Thanks, your exam prep was worth every penny. I would recommend your exam prep to anyone and if I ever have a take another Series exam. I will only be using Solomon exam prep.

Joseph Boswell, FFA. Riverview, FL

Solomon Exam Prep has moved to Pass Perfect! Contact support to move your account →

Series 63: 5.7.4.1 Online Access To A Client’s Account

Taken from our Series 63 Online Guide

5.7.4.1 Online Access to a Client’s Account

Since you're reading about Series 63: 5.7.4.1 Online Access To A Client’s Account, you might also be interested in:

Ask the Professor

Thanks for being part of the Solomon community!

All securities exam prep and IAR CE courses must now be purchased
at Pass Perfect. Go now →