Our client portal provides a secure and convenient way to view and manage your financial information in one place. You can access details for retirement accounts and investments through an easy to use platform available anytime and from anywhere. This centralized access offers greater visibility and control over your overall financial picture.
Wealth Management Account Logins
Schwab Alliance Client Portal
Securely view your accounts, access documents, approve requests, and manage preferences anytime—online or through the Schwab mobile app. Trusted security, paperless options, and convenient on-the-go access, all in one place.
LPL Account View
Securely view your LPL accounts, balances, statements, and transaction history anytime through LPL’s online account portal.
Advyzon Client Portal
View your complete financial picture in one place. Access account information, performance reporting, and shared documents securely anytime, from any device.
RightCapital Client Portal
Access your financial plan, track progress toward your goals, and explore planning scenarios securely—all in one interactive dashboard.
401(k) Login
Ameritas 401(k) Portal
Manage your retirement plan online with secure access to balances, contributions, statements, and plan details for both employer and self-employed accounts.
Participant services: 800-277-9739
Log In
ADP 401(k) Portal
Access your ADP® retirement plan information, manage account details, and review plan resources through ADP’s secure platform.
Ameritas Pooled Employer Plan Portal
Secure access to your Ameritas pooled employer retirement plan information and account resources.
Paychex 401(k) Portal
Access your workplace retirement plan to view balances, review contributions, update elections, and manage your account securely online.
Employee services: 877-244-1771, select retirement services option.
Log InGovernment Services
Social Security Benefit Planner
Social Security rules are complex, with thousands of regulations that can affect your benefits. A Social Security Benefit Planner (SSBP) analyzes your unique situation and provides a personalized report outlining your options—helping you make informed decisions and maximize the benefits you may qualify for.
Social Security Portal
Social Security is an important benefit to monitor throughout your working life and into retirement. With a secure my Social Security account, you can access services, review your information, and manage your benefits anytime, from anywhere.
IRS Online Account
View tax records, balances, payment history, transcripts, and make payments securely.
Federal Student Aid Portal
Manage your federal student loans in one place. Compare repayment options with the Loan Simulator, find your loan servicer, apply for consolidation or income-driven repayment plans, and complete the FAFSA®—all through a secure online account.
Veteran Benefits Portal
Access VA healthcare, disability, education, and benefit services in one secure place. Veterans, service members, and eligible family members can manage their benefits, find VA locations, and get updates on services and availability online anytime.
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