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.


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

(company authorized to act on behalf of the plan)
(email address of individual requesting PSC Access)
(email address of individual requesting PSC Access)
(this is where PSC site access credentials will be mailed)
If you administer another plan within WI Services Company, Inc, enter that Plan ID and User ID below
Request Access to Multiple Plans

By clicking "submit", your PSC access request will be submitted for processing. You will receive your unique operator ID and password via first class mail in 5 - 7 days. For security purposes, each User ID is assigned a temporary password that you will change with your initial log in. We encourage you to log in to PSC as soon as you receive this information.

If you have any questions or would like assistance with PSC site navigation, please contact a dedicated team member at 800-366-2520, Option 7.

Access Plan Sponsor Connect

Plan Sponsor Connect User Guide

Plan Sponsor Connect Banking Information Form