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Client Account Access


 
Account Access
  • Alliance Bernstein / CollegeBound Fund
    Click on this link, and then click the drop down menu in the upper right hand corner of the new page where it says "Choose an account" to get access to your Alliance Bernstein or CollegeBound Fund account.
  • Fidelity Advisor
    Click here for access to your Fidelity Advisor account (not FIWS, Envestnet, BCM, Signal Point, Astor, or ITS Asset Management)
  • FTJ Fundchoice
    Click here to get access to your FTJ Fundchoice account.
  • ING Annuities
    Click on this link to get access to your ING Variable Annuity.
  • Lincoln Benefit Life
    Please click on Annuity and then enter your username and password to the left of the page for account access.
  • Met Life
    Enter your username and password to the right for account access.
  • Prudental / American Skandia Annuities
    Simply enter your username and password and then click "login". If you have not already registered, click on "Register". You will need your contract number handy when you register.
  • Sigma / Client Source / NFS - National Financial Access
    Click here if you have a brokerage account with National Financial.  If you would like to simply receive daily values from your online access, please contact our office and ask for Julijana at (586) 226-2100.  Depending upon what investments you have, she may be able to set up a Client Source user name and password that will allow you to view many of your accounts on one screen online. 

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