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).

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

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 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

View and download documents for your Jackson National variable annuities.

Here you will find access to Brighthouse annuity contracts.

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

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