Here are links to various companies and directions on how to set up online access for each of your accounts.  We also provide access to a service called eMoney free-of-charge which allows you to see most (or all) of your accounts in one place.  For more information about eMoney, click HERE.

 

Allianz
American Funds
Athene
AXA
Brighthouse (MetLife)
CiON
CNL
Franklin Square
Genworth
Griffin Capital
Guardian
Hines
ING (now Venerable)
Ivy Funds
Jackson
KBS
Lincoln
Midland
Nationwide
NFS
Northstar
Pacific
Principal Funds
ProFunds
Protective
Prudential
Sammons
Securian (Minnesota Life)
Steadfast
SunAmerica
Transamerica
VALIC
Venerable
Voya (now Venerable)
WP Carey

 

 

To set up online access for your Allianz account(s), please follow these steps:

  1. Go to https://www.allianzlife.com/
  2. Bookmark or add to your Favorites for future visits.
  3. On the right-hand side of the screen you will see a button labeled “Register,” click that button.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your American Funds account(s), please follow these steps:

  1. Go to https://www.americanfunds.com/individual/accounts/login.htm
  2. Bookmark or add to your Favorites for future visits.
  3. Click on “New User.”
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Athene account(s), please follow these steps:

  1. Go to https://www.athene.com/
  2. Bookmark or add to your Favorites for future visits.
  3. Click “Login” in the upper-right corner and then select “Individual.”
  4. Select “Annuity Login (My Athene).”
  5. Below the Sign in button, click “Sign Up.”
  6. Follow the directions.
  7. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your AXA account(s), please follow these steps:

  1.  Go to https://us.axa.com/home.html
  2.  Bookmark or add this page to your Favorites for future visits.
  3.  At the very bottom of the page you will see a link to “Register” under the heading “My AXA Accounts.”  Click “Register.”
  4.  Follow the directions.
  5.  Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Brighthouse account(s), please follow these steps:

  1.  Go to https://online.metlife.com/edge/web/public/login
  2.  Bookmark or add this page to your Favorites for future visits.
  3.  Below the section where you can log in, you will see a link to “Register.” Click “Register.”
  4.  Choose “Account/policy purchased directly from MetLife, Brighthouse Financial or an advisor/broker,” then click “Next.” Follow the directions.
  5.  Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your CiON account(s), please follow these steps:

  1. Go to https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=408021413
  2. Bookmark or add to your Favorites for future visits.
  3. In the middle of the screen you will see a link to “Register,” click that link.
  4. Follow the directions.  When you need to select an investment, choose CiON Investment Corporation.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your CNL account(s), please follow these steps:

  1. Go to https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=3021311
  2. Bookmark or add to your Favorites for future visits.
  3. In the middle of the screen you will see a link to “Establish User ID,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Franklin Square account(s), please follow these steps:

  1. Go to https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=80517001310181617
  2. Bookmark or add to your Favorites for future visits.
  3. Under the user log-in area you will see a link titled “Need to establish User ID?”  Click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Genworth account(s), please follow these steps:

  1. Go to https://www.genworth.com/login.html
  2. Bookmark or add to your Favorites for future visits.
  3. On the left-hand side of the screen you will see a button labeled “Register,” click that button.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Griffin account(s), please follow these steps:

  1. Go to http://www.griffincapital.com/investor-login
  2. Bookmark or add to your Favorites for future visits.
  3. In the middle of the screen you will see a link titled “NEW USER?”  Click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Guardian account(s), please follow these steps:

  1. Go to https://www6.glic.com/GI/GuardianInvestor/login.pro.aspx
  2. Bookmark or add to your Favorites for future visits.
  3. On the right-hand side of the screen you will see a link titled “First Time Users Register Here,” click that link.
  4. Follow the directions (under Broker/Dealer select First Allied Securities, Inc.)
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Hines account(s), please follow these steps:

  1. Go to https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=50708130418
  2. Bookmark or add to your Favorites for future visits.
  3. In the middle of the screen you will see a link to “Register Here,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Venerable (formerly ING, Voya) account(s), please follow these steps:

  1. Go to https://my.venerableannuity.com/
  2. Bookmark or add to your Favorites for future visits.
  3. Click “Register” under the log-in area.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Ivy Funds account(s), please follow these steps:

  1. Go to https://www.delawarefunds.com/edelivery
  2. Bookmark or add to your Favorites for future visits.
  3. Scroll down the page until you see "Need to Register" under the blue log-in button.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Jackson account(s), please follow these steps:

  1. Go to https://www.jackson.com
  2. Bookmark or add to your Favorites for future visits.
  3. On the right-hand side of the screen you will see a link titled “Register,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your KBS account(s), please follow these steps:

  1. Go to https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=3100118
  2. Bookmark or add to your Favorites for future visits.
  3. In the middle of the screen you will see a link to “Establish User ID,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Lincoln account(s), please follow these steps:

  1. Go to http://www.lfg.com/
  2. Bookmark or add to your Favorites for future visits.
  3. On the bottom of the screen you will see a box to enter a username and password.  Below that box you will see a link to “Register Now,” click that link.
  4. On the next screen click the link titled “Life Insurance Policy” under the heading “Individual.”
  5. Follow the directions.
  6. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Midland account(s), please follow these steps:

  1. Go to https://www.midlandnational.com/
  2. Bookmark or add to your Favorites for future visits.
  3. On the right-hand side of the screen you will see a box to enter a username and password.  At the top of the box, make sure “Policy Owner” is selected.  Below you will find a link titled “Not Registered Yet? Register Now,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Nationwide account(s), please follow these steps:

  1. Go to https://www.nationwide.com/access/web/login.htm
  2. Bookmark or add to your Favorites for future visits.
  3. Under the log-in area you will see a link titled “Sign Up,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your NFS Brokerage account(s), please follow these steps:

  1. Go to https://investor.wealthscape.com/access/investor-index.html
  2. Bookmark or add to your Favorites for future visits.
  3. Below the log-in area you will see a link titled “Register,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Northstar account(s), please follow these steps:

  1. Go to https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=c131417190718190017271715
  2. Bookmark or add to your Favorites for future visits.
  3. In the middle of the screen you will see a link to “Register For Account Access,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Pacific Life account(s), please follow these steps:

  1. Go to http://www.annuities.pacificlife.com/vax/home.html?my=login
  2. Bookmark or add to your Favorites for future visits.
  3. Click “First-Time User.”
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Principal Funds account(s), please follow these steps:

  1. Go to https://www.principalfunds.com/investor/index.shtm
  2. Bookmark or add to your Favorites for future visits.
  3. On the left-hand side of the screen select “Personal” from the drop-down menu under “Select Login Type.”  Then click “Go.”
  4. Click “Establish your username and password.”
  5. Follow the directions.
  6. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your ProFunds account(s), please follow these steps:

  1. Go to https://accounts.profunds.com/web/app
  2. Bookmark or add to your Favorites for future visits.
  3. Click “New User Registration.”
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Protective account(s), please follow these steps:

  1. Go to https://ildpiocs1.protective.com/ladocs/public/login.aspx
  2. Bookmark or add to your Favorites for future visits.
  3. Click “Register Now.”
  4. Select “I have an active policy/contract.”
  5. Follow the directions.
  6. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Prudential account(s), please follow these steps:

  1. Go to https://ssologin.prudential.com/app/annuityclientservice/Login.fcc
  2. Bookmark or add to your Favorites for future visits.
  3. On the right-hand side of the screen you will see a link titled “Register,” click that link.
  4. Follow the directions.  If you’d like to set up Paperless at this time, choose “Sign-up to receive important documents online” and enter your email address.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Sammons account(s), please follow these steps:

  1. Go to https://www.srslivewellservice.com/
  2. Bookmark or add to your Favorites for future visits.
  3. On the right-hand side of the screen you will see a link titled “Click Here to Register,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Securian (Minnesota Life) account(s), please follow these steps:

  1. Go to https://service.minnesotalife.com/userservices/
  2. Bookmark or add to your Favorites for future visits.
  3. Below the Log in button you will see a link labeled “Register Now,” click that link.
  4. Select “Annuity” from the drop-down menu and then enter your contract number.
  5. Follow the directions.
  6. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Steadfast account(s), please follow these steps:

  1. Go to https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=9181904000305001819
  2. Bookmark or add to your Favorites for future visits.
  3. In the middle of the screen you will see a link to “Establish User ID,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your SunAmerica account(s), please follow these steps:

  1. Go to https://www.aigsunamerica.com/web/Webpages/UserLogin.jsp
  2. Bookmark or add to your Favorites for future visits.
  3. Click “Register” above the username entry box.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Transamerica account(s), please follow these steps:

  1. Go to https://www.transamericaannuities.com/Login/Login.aspx
  2. Bookmark or add to your Favorites for future visits.
  3. To the right of the log in area, you will see “DON’T HAVE AN ACCOUNT?” Click “Individual.”
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your VALIC account(s), please follow these steps:

  1. Go to https://www.valic.com/home_3240_422903.html
  2. Bookmark or add to your Favorites for future visits.
  3. On the right-hand side of the screen you will see a link titled “Register for Online Access,” click that link.
  4. Select “Register for Individual Access.”
  5. Follow the directions.
  6. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Venerable (formerly ING, Voya) account(s), please follow these steps:

  1. Go to https://my.venerableannuity.com/
  2. Bookmark or add to your Favorites for future visits.
  3. Click “Register” under the log-in area.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your Venerable (formerly ING, Voya) account(s), please follow these steps:

  1. Go to https://my.venerableannuity.com/
  2. Bookmark or add to your Favorites for future visits.
  3. Click “Register” under the log-in area.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.

 

 

To set up online access for your WP Carey account(s), please follow these steps:

  1. Go to https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=722150200170424
  2. Bookmark or add to your Favorites for future visits.
  3. On the left part of the screen, you will see a link to “New User,” click that link.
  4. Follow the directions.
  5. Remember to write down your username and remember your password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to deal with the company directly.