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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

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
Access Here


Client access to MMLIS brokerage and advisory accounts held in custody at NFS. View and download detailed statements, forms, tax documents, etc.

Access Here

Brinker Capital

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.

Access Here

Jackson National

View and download documents for your Jackson National variable annuities.

Access Here

Brighthouse Financial

Here you will find access to Brighthouse annuity contracts.

Access Here

New York Life

Here you will find access to your New York Life life insurance, long-term care and annuity policies.

Access Here

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