Account Login

Welcome to the accounts login page. The links below will take you to the organization of your choice. From there you can login to view your account.

Managed Accounts

AdvisorClient.com

Use this website to download statements, research the specific investments you own, find tax documents, and review other helpful information

Customer Service: 800-934-6124

Account Login

Portfolio Pathway

Portfolio Pathway will display performance data over time, specifically for your TD Ameritrade accounts. For those that want to dig a bit deeper, it is a helpful. If you would like to use this service, contact your advisor. If you already have this set up, visit the link below to login.

Customer Service: 800-970-9080

Account Login

Annuity and Insurance Accounts

American Equity

Customer service:

(888) 221-1234

Account Login Link

American Equity

Customer service:

(888) 221-1234

Account Login Link

Protective

Account Login Link