View Your Account

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • Advisor Enterprise - Powered by NFP Securities, Inc. Advisor Enterprise allows you access your portfolios at all times. Review your consolidated holdings across accounts and investments and take a comprehensive view of your wealth with the ability to dig into holdings, transactions and investment performance.
  • Albridge Solutions - Clients with NFP Securities, Inc. can check their accounts through this link.
  • AssetMark Client Account Information - Clients using the professional money management provided by AssetMark can check their personal accounts and portfolio through this link.
  • AXA Equitable
  • Charles SCHWAB Institutional - Clients using a Trinity Financial Partner Independent Advisor Representative can check their personal accounts using this link. Please call your representative to obtain an id and password.
  • Dimensional Fund Advisors (DFA) - This is an informational link for clients working with an Investment Advisor Representative.
  • Franklin Templeton Investments
  • Genworth Financial Wealth Management - Clients using the professional money management provided by Genworth Financial Wealth Managemnet can check their personal accounts and portfolio through this link.
  • Great-West Retirement Services - Clients with retirement plan accounts held at Great-West can check their accounts through this link.
  • Life Insurance Company of the Southwest (LSW) - Clients with policies or certificates through LSW can check their accounts through this link.
  • Lockwood Client Account Information - Clients using the professional money management provided by Lockwood can check their personal accounts and portfolio through this link.
  • MetLife - Clients with MetLife or General American policies can check their accounts through this link.
  • National Life - Clients with policies can check their accounts through this link.
  • Nationwide Financial - Clients with accounts at Nationwide Financial can manage their accounts through this link.
  • Niemann Capital Management - Clients using the professional money management provided by Niemann Capital Management can check their personal accounts and portfolio through this link.
  • Oppenheimer Funds - Clients with Oppenheimer Fund can access their accounts through this link.
  • Putnam Investments - Clients with accounts at Putnam can use this link to review their accounts.
  • SEI Investments - Clients using the professional money management provided by SEI can check their personal accounts and portfolio through this link.
  • Sentinel Investments - Clients with accounts at Sentinel can use this link to view their accounts.
  • Vanguard - Clients with accounts at Vanguard can use this link to view their account.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.