CLIENT ACCESS

Now all of your managed accounts are right at your fingertips.  Click the links below to login: 

AIG/ SUN AMERICA

If your managed accounts are held through AIG/ Sun America, please click the login button to access your latest account information. ​​

ASSETLOCK

With AssetLock, it's easier than ever for you and your advisor to keep in close communication regarding your accounts.  In fact, you will receive weekly, up-to-date emails so you stay informed and ahead of the curve.  You worked hard for your money, and you deserve to know what's going on. 

Please click the login button to access your latest AssetLock account information. 

AXA 

If your managed accounts are held through AXA, please click the login button to access your latest account information. 

BLACKROCK

If your managed accounts are held through BlackRock, please click the login button to access your latest account information. 

BLUELEAF

Blueleaf simplifies tracking all your savings and long-term finanical goals while making everything you own transparent, understandable, and controllable. 

Please click the login button for access to your Blueleaf account.  This is your portal to view all of your accounts at anytime. 

FIDELITY INVESTMENTS

If your managed accounts are held through Fidelity Investments, please click the login button to access your latest account information. 

FORETHOUGHT

If your managed accounts are held through Forethought, please click the login button to access your latest account information. 

JACKSON

If your managed accounts are held through Jackson, please click the login button to access your latest account information. 

METLIFE

If your managed accounts are held through MetLife, please click the login button to access your latest account information. 

NETX Investor

If you have a brokerage account through Client One Securities, please click the login button to access your latest account information.

OPPENHEIMERFUNDS

If your 403(b) is through Oppenheimer, pease click the login button to access your latest account information.

PRUDENTIAL

If your managed accounts are held through Prudential, please click the login button to access your latest account information. 
TRANSAMERICA
If your managed accounts are held through TransAmerica, please click the login button to access your latest account information.