If you are a retirement plan participant...
Participants in retirement plans that are on the Daily Valuation platform can securely access their accounts online. This gives the participant the ability to review their balances, make changes to their current investments, review investment performance, view transactions, and change their future allocations. A participant can also model plan loans if their plan contains a loan provision. LOGIN
If you are an individual
client...
(IRA, Joint, Trust, etc.)
Fiserv Trust
Choose this option if the assets we manage for you are under custody
at Datalynx/First Trust. This site will allow you to view current positions and
balances of your accounts.
Schwab Alliance
Choose this option if the assets we manage for you are under custody
at Charles Schwab. This site will allow you to view current positions and
balances of your accounts.
If you are having trouble accessing your account, please call our office and
indicate which login you need assistance with.
