Dimensional Fund Advisors Inc.

FI ID: 55521

Onboarding Instructions

Step 1: This service uses Dimensional Fund Advisors Inc.'s Secure Site Login to gather financial information.

Step 2: If you do not have an E-Mail and Password registered with Dimensional Fund Advisors Inc. to access this site, you must register at https://www.mydimensional.com/register or contact a customer service representative at (512) 306-7400.

  • For more information, visit their corporate website.

Step 3: Enter the registered credentials for the Dimensional Fund Advisors Inc. financial institution in AccountView and aggregate accounts.

Credential details
  • Username: Email
  • Password: Password
  • If you have more than one registered Email username, you need to create multiple credentials.
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For detailed instructions on how to link accounts once you have your credentials, please refer to the following training video: ByAllAccounts Linking Accounts and Credentials for Investors Training Video


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