Broker Check

Online Account Information

Links and instructions to online account access for New Users and Current Users is shown below for the following Financial Institutions:

American Funds, AXA Equitable, Cash Edge, Genworth Financial Trust, Great American Annuities, Interactive Advisory Software (IAS), Jackson National, John Hancock Freedom 529, Pershing, Transamerica Funds, Transamerica Variable Annuity Account.

Don't see your Financial Institution? Please contact our office to see if online account access is available.

AMERICAN FUNDS

New Users

  • Go to American Funds website to get started
  • Follow on-screen instructions (use the last four digits of your social security number as your initial password)

Current Users

AXA EQUITABLE

New Users

  • Go to AXA Equitable website to get started
  • Follow on-screen instructions

Current Users

  • Go to AXA Equitable website and enter your user name and password

GREAT AMERICAN ANNUITIES

New Users

  • Go to Great American Annuities website
  • Click on “Create an account”
  • Enter information requested and print page before clicking submit
  • Follow any further on screen prompts to complete

Current Users

INTERACTIVE ADVISORY SOFTWARE (IAS)

Current Users

JACKSON NATIONAL

New Users

  • Go to Jackson National website to get started
  • Click “Register”
  • Follow on-screen instructions

Current Users

JOHN HANCOCK FREEDOM 529

New Users

  • Go to John Hancock Freedom 529 website to get started
  • Click on “My Account”
  • Click “Start here.” which is next to “New User?”
  • Follow on-screen instructions

Current Users

PERSHING

New Users

Current Users

  • Go to Pershing Net Exchange Client website
    • 157 is the Financial Organization Number
    • Enter your User ID to login to your account(s)
  • NetExchange Client® Mobile is now available on iPhone® and iPad®
    • Client Access- Clients who already have a user ID and password for NetExchange Client® can use the same user ID and password for NetExchange Client® Mobile. Clients who do not have a user ID and password for NetExchange Client® can follow the self-registration prompts on the website to gain access.
    • Getting Started is Easy - The NetExchange Client® Mobile application can be downloaded directly to iPhone and iPad devices from the App Store by searching for "NetExchange Client Mobile". You can preview the App Store by clicking here.
      TRANSAMERICA FUNDS

New Users

Current Users

TRANSAMERICA VARIABLE ANNUITY ACCOUNT

New Users

Current Users


Security Reminder: Read more on how to stay safe online -http://www.sec.gov/investor/pubs/onlinebrokerage.htm


Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.