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.
AdvisorClient.com
Use this website to download statements, research the specific investments you own, find tax documents, and review other helpful information
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 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.
Account Login
Allianz
Customer service:
(800) 950-5872
Account Login Link
American Equity
Customer service:
(888) 221-1234
Account Login Link
Protective
Account Login Link
