Sign Up For Autopilot

Advisor registration instructions and agreements

Getting started with Autopilot is easy. Below you will find required agreements and instructions under the heading applicable to you. Once these documents are submitted and approved, you will receive an email from licensing that will provide login instructions for the CLS website. You will then receive a “Welcome to Autopilot” link in a separate email.

Current CLS Solicitor

Solicitor New to CLS*

RIA New to CLS

*An Agreement will be required if your broker-dealer does not have an existing agreement with CLS. Please contact us to verify.