Why Register

Create a unique ID and password for this site so you can log in and enjoy a more personalized experience tailored to your specific relationship with us.

Benefits to Financial Advisors

When you log in to our advisor-only website, you get a digital business partner providing ideas, service and support. Specifically, you'll enjoy

  • a convenient one-page “dashboard” display of
  • literature order history
  • your Favorite Funds , as well as a list our Popular Funds.
  • contact info and ideas from your wholesaling team
  • operational updates
  • a complete client account management system for transactions, statements
  • exclusive insights from our portfolio managers
  • online ordering for all marketing materials and fund documents including fact sheets, prospectuses, investor guides and other literature
  • access to our Hypotheticals & Social Security Optimizer tools

Create an ID and Password Now

Benefits to Investors

Registering for an ID and password allows you to

  • access your Favorite Funds
  • literature order history
  • see your account balances online
  • set up or change account options such as automatic investment plans
  • download recent and historical account statements and tax documents
  • sign up for electronic delivery of account statements and fund documents to reduce mailbox clutter and help the environment

Create an ID and Password Now