Activate Your Marketing and Client Tracking Portal

This New Affiliate/Portal application page is for new affiliate agent applicants as well as pre-existing A. B. Nicholas agent/affiliates interesting in offering LeverageLine and our other financial products to their customers. New agent applicants should fill out all fields, include a background statement, disclose any legal or licensing issues, and attach a current driver’s license or passport picture ID. If approved, you will receive a digitally signable Agent Agreement via email. Once signed, you will be approved for access into your Agent Portal account and can access it with your ID and Password.

New applicants should allow one business day, although we try to process new applicants immediately.

If you are already signed with A. B. Nicholas you should ONLY fill out name and email, then choose a password and ID you can remember. Existing agents will be approved into the Portal immediately.

Be sure to review all the links on our website so as to thoroughly understand our stock loan program and your role.

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If you need assistance filling out the form, hit the chat button in the bottom right corner.

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  • Upload supporting documents
  • Did someone refer you?
    Were you referred to A. B. Nicholas by an existing ABN agent or are you a member of an existing ABN partner organization?

    If yes, write the name of the referring agent or organization here. (If you are not sure, please contact us before applying. Designating your referring party here does not decrease your fees in any way; override fees are paid to the referring party from ABN funds, not agent fees).
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