Account Access

Some of the mutual fund and annuity companies we offer to our clients make account information available on-line.  Following is a partial list of companies offering this service with links to their website:

AIG SunAmerica Mutual Funds
Delaware Funds
Jackson National Life
Prudential
Pacific Life Annuities, Mutual Funds, and 529 Plans
Putnam Investments
Dreyfus Family of Funds
Packerland Brokerage Services (for access to brokerage accounts) (please contact us for the necessary form to set up access to your brokerage account)

 

PLEASE NOTE:  The information being provided is strictly as a courtesy.  When you link to any of these websites provided here you are leaving this site.  Our company makes no presentation as to the completeness or accuracy of information provided at these sites.  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, sites, information ad programs made available through this site.  When you access one of these sites, you are leaving this company's website and assume total responsibility and risk for your use of the sites you are linking to.