Client Login
For your convenience, below are the links for the most commonly used client logins for financial planning, investments, insurance and annuities. Please do not hesitate to contact us should you have any issues accessing your account(s).
Access Your Account, 24/7
Securities America (Wealthscape Investor)
Client access to Securities America brokerage and advisory accounts held in custody at NFS. View and download detailed statements, forms, tax documents, etc.
Brinker Capital (Fidelity Investments)
View and download statements, forms, tax documents, etc. for advisory accounts held at Brinker Capital. Note: If this is your first time accessing your account, please click here for instructions on how to request access.
Personal Financial View / eMoney
Personal Financial View is your individual client website for a single point of access to:
- Financial and Investment Account Aggregation
- Savings and Budget Tracking
- Asset and Real Estate Holdings
- Document Vault
- Financial Analysis and Reports
Jackson National
View and download documents for your Jackson National variable annuities.
MassMutual
Here you will find access to your MassMutual life insurance, long-term care and annuity policies.
New York Life
Here you will find access to your New York Life life insurance, long-term care and annuity policies.