An investor account may only be opened through a registered financial advisor. Once established, your account offers a variety of services designed to simplify the management of your investments. Of course, your financial advisor is your best resource to advise you on account activity and help to ensure that your decisions fit your long-term financial plan.

Access Your Account Online

Once you have registered for online account access you can manage your accounts through our website at your convenience.

Managing Your Account

Learn about your investment options and how to buy, sell and exchange shares. Update your personal information and take advantage of other account services.

Forms

Access forms that will enable you to update information or add and change services on your account.

Tax Center

Access valuable tax information including forms, mailing dates and other related information that may aid you in preparing your federal and state income tax returns.



Plan Sponsor Connect

We are pleased to introduce Plan Sponsor Connect. A tool that provides 24/7 access for plan administrators and small business owners to manage group plans online.

Key Features Include:

  • 24/7 Plan access
  • View or update participant allocations real time
  • Release rosters via ACH transmission
  • Manage company information
  • Access plan level reports

Request Access to Plan Sponsor Connect

Access Plan Sponsor Connect

Plan Sponsor Connect User Guide

Plan Sponsor Connect Banking Information Form