Access My Accounts

 

You can view a consolidated summary of your accounts. Call our offices for a user name/password and click on the link below:

VIEW MY CONSOLIDATED SUMMARY

Please note. The consolidated summary may not include all of your accounts since some institutions do not participate in the program. These may include various retirement plan balances, annuity products and/or alternative investments.

If you are looking for more detailed account information and have balances with any of the financial institutions listed below, simply click on the applicable institution. If it is your first time accessing your account(s) at these institutions, the site will prompt you to register with a user name and password.

NFS, LLC (BROKERAGE ACCOUNTS)

BRINKER CAPITAL

MORNINGSTAR

SEI

AMERICAN FUNDS

 

All entities referenced above are independent of each other.