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Welcome to Montauk Financial Group's Account Access Website

If you would like to access your account online and do not know your log-in credentials, please contact your Registered Representative for this information.


If you currently have your User ID and PIN and simply need assistance logging-into your account, please contact our Customer Service Helpdesk. The Helpdesk can be reached by calling 732-842-4700 or 1-800-876-3672 between the hours 9:00AM - 5:00PM (ET) Monday through Friday. If in need of assistance after hours, please use the following email address: helpdesk@montaukfinancial.com.

A Customer Service Representative will contact you within 24 hours of your initial request.

The New Account Access website offers:
  • Easier "User Friendly" navigation
  • Interactive investment and personal finance calculators
  • Customization and Multiple Account "Linking" abilities
  • Expanded research information on Equities and Mutual Funds
  • Quotes available on 15-minute delayed basis.


  • Below are responses to some frequently asked questions about the requirements for using your account.

    What are the minimum system requirements?

    The recommended and minimum system requirements are:

    Operating System:
    • Recommended: Windows XP, Windows ME, Windows 2000
    • Minimum: Windows 98, Windows NT 4.0 w/SP 3.0 or higher
    Processor:
    • Recommended: Pentium III or higher
    • Minimum: Pentium 133
    Memory:
    • Recommended: 64 MB of RAM or higher
    • Minimum: 32 MB
    Internet Connection:
    • Recommended: Cable or DSL modem
    • Minimum: 56K modem
    Browser:
    • Recommended: Microsoft Internet Explorer (IE) 5.5 or 6.0 with 128-bit encryption, Netscape® Navigator or Communicator 4.77 with 128-bit encryption (Netscape 6.x or higher is currently not supported)
    • Minimum: IE 4.01 with Service Pack 2 with 128-bit encryption, Netscape Navigator or Communicator 4.5 with 128-bit encryption
      *Notes:
    • Your browser must have 128-bit encryption before you can access your account online. In order to upgrade to 128 bit, visit www.microsoft.com and go to Windows Updates and then Product Updates
    • Macintosh® is not fully compatible with the Web site and is therefore supported on a best effort basis. Internet Explorer 5.01 to 5.1.2 and Netscape 4.79 to 7.0 (all with 128-bit encryption) work for Mac OS versions 8.1 to 9.x. Mac OS X users can utilize the Internet Explorer 9.22 (and beyond), Netscape 8.0 and Mozilla Fire Fox.
    • America Online® (on a PC or Macintosh is not fully compatible with the Web site and is therefore supported on a best effort basis
    • For issues with America Online, minimize AOL after connecting and open IE or a Netscape browser from the desktop and navigate from the browser
    Monitor:
    • Recommended: 1024 x 768 resolution with a 17" monitor
    • Minimum: 800 x 600 resolution with a 14" monitor
    Plug-ins:
    • Recommended: Adobe Acrobat® 5.0 or higher
    • Minimum: Adobe Acrobat 4.0 and Java® Virtual Machine 5.0 for users with streaming applet
    What is an applet? And how large are these files?
    An "applet" describes software that you access through a browser, unlike a software "application," which you have to install on your computer and which resides on your company's hard drive. The first time you access these files, they may require a few minutes to download to your computer's hard drive. Thereafter, they will be immediately available through your system browser.

    How do I determine my browser's encryption level?
    For Microsoft Internet Explorer:
    1. From Internet Explorer's file menu click on "Help"
    2. Select "About Internet Explorer"
    3. On the screen that appears, the Cipher strength should say "128-bit"
    For Netscape:
    1. From Netscape's file menu click on "Help"
    2. The third block of text on the left side of the screen will refer to the "RSA encryption engine." The tag line at the bottom of that line should read: "This version supports U.S. security with RSA..." If so, you are running the 128-bit version of Netscape. If the tag line at the bottom reads: "This version supports International…" then you are running the 40-bit version of Netscape.