Client Account Access

Consolidated Account Access:

For your Investigo Client Source: Click Here

For your Morningstar Consolidated Account Manager (CAM): Click Here

 

Account Specific Access:

For your Alger Funds: Click Here

For your American Funds: Click Here

For your Fidelity Institutional Wealth Services: Click Here

For your Franklin Templeton Funds: Click Here

For your Invesco Funds: Click Here

For you Jackson National: Click Here

For your John Hancock Annuities: Click Here

For your John Hancock 529 College Savings: Click Here

For your Lincoln Financial: Click Here

For your MetLife Annuities: Click Here

For your Michigan 529 Advisor College Savings Plan: Click Here

For your Munder Funds: Click Here

For your National Financial MyStreetscape: Click Here

 \\For oufFFFasdfFor your Oppenheimer Funds: Click Here

For your Pimco Funds: Click Here

For your Prudential Annuities: Click Here

For your Sammons / Midland National: Click Here