Employer Log In
Access the Billing Inquiry System 
Acquire an Access Code
- Enter your access code, and click SUBMIT.
To receive an access code, contact Alex Salatino
at 1-800-749-4321, ext. 718.
Employer Bills
- Click REPORT to view or print your current bill. The system will work faster or slower depending on several factors, such as modem speed, connection type,
the speed of your computer and the number of participants on the bill. Use your arrows located on the top left corner of the bill to page through the report
if there is more than one page.
If you wish to print your bill, simply click on the printer icon located next to the arrows on top of the page. After reviewing the bill, click on BACK which
will take you back to the main screen.
Changing Employee Information
- Click on the down arrow to view all employees. You can view an employee’s name and social security number in alphabetical order. To make changes, highlight the
employee you wish to change and click SELECT. You will then find the employee’s billing information.
Next:
- Click on either the DEDUCTION box or the TSA box to make any changes.
- Click on REASON CODE down arrow and highlight the appropriate code
(this is a required field).
- Click on UPDATE to submit your new information.
- Click on NEXT to go to your next employee or PREVIOUS to return.
Note: If an employee is making changes to his/her name, social security number or investment choice, s/he must contact his/her Legend Finanical Advisor to submit
new paperwork. These changes cannot be implemented via the internet.
To Add a New Employee
- Click on CLEAR
- Click on each field to enter employee information (name, social security number, etc.)
- Click on UPDATE to submit
Note: If the employee is a common remitter participant you must indicate the client’s investment choice. To do this, click on ACCOUNT DESCRIPTION and enter the
name of the fund and/or account number (this is a required field).
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